Expat Chat Podcast

Welcome to the one hundred fifty-eighth episode of #ExpatChat, where we explore the latest tax, investment, and financial issues affecting #AustralianExpats. In this episode, Atlas Wealth Group’s Managing Director - APAC, James Ridley is joined by guest co-host Martin Jack, one of our specialist financial planners based on the Gold Coast. Together, they unpack some of the most common and costly fi...

Welcome to the one hundred fifty-seventh episode of the #ExpatChat podcast, where we explore the latest tax, investment, and financial issues affecting #AustralianExpats. In this episode, Atlas Wealth Group Managing Directors Brett Evans and James Ridley unpack an important topic — When Should an Expat use a Trust. Brett and James discuss the role of family trusts in financial planning and explain...

Welcome to the one hundred fifty-sixth episode of the #ExpatChat podcast, where we explore the latest tax, investment, and financial issues affecting #AustralianExpats. In this episode, Atlas Wealth Group’s Managing Directors Brett Evans and James Ridley discuss Where is the Australian Dollar Heading — diving into forecasts, currency drivers, and strategies for managing exchange rate movements. Th...

Welcome to the one hundred fifty fifth episode of the #ExpatChat podcast, where we explore the latest tax and financial issues affecting #AustralianExpats. In this episode, Atlas Wealth Group’s Managing Directors, Brett Evans and James Harper host a discussion on Answering Australian Expat Financial Questions. Specifically, they review questions from Facebook group, "Australian Expat Financial For...

Welcome to the 154th episode of the #ExpatChat podcast, where we explore the latest tax and financial issues affecting #AustralianExpats. In this episode, What Expats Need to Know About the Swiss Referendum, Atlas Wealth Group’s Managing Director (EMEA), Brett Evans, and Patrick, Head of Advice – Switzerland, break down Switzerland’s upcoming property tax referendum and provide context on a system...

Welcome to the one hundred and forty third episode of the #Expatchat podcasts where we discuss the latest tax and financial issues affecting an #Australianexpat. In this episode, How Expats Avoid Getting Caught Up in Scams, Atlas Wealth Managing Directors James Ridley and Brett Evans, uncover the most common scams targeting expats and reveal practical ways to avoid them. Learn how seasoned expats...

Welcome to the one hundred and forty second episode of the #Expatchat podcasts where we discuss the latest tax and financial issues affecting an #Australianexpat. In this episode, Brett Evans, Managing Director - EMEA at Atlas Wealth Group, is joined by Carl Dowling, Partner at CSP Group, for an in-depth conversation on the key considerations for Australians looking to establish a business in the...

Welcome to the one hundred and fifty first episode of the #Expatchat podcasts, where we discuss the latest tax and financial issues affecting an #Australianexpat. In this episode, Investment Portfolio Maintenance for Expats, Atlas Wealth Managing Director, Brett Evens and Financial Planner, Adam Prentice break down the key tax and investment considerations for Australians living abroad. They cover...

Welcome to Episode 150 of the #ExpatChat Podcast, where we explore the latest tax and financial issues affecting Australian expats. In this episode, Expat Group Q&A, Atlas Wealth Managing Directors James Ridley and Brett Evans answer questions that our members of the Australian Expat Financial Forum Facebook Group have asked. They recorded their 150th podcast episode and answered questions from li...

Welcome to Episode 149 of the #ExpatChat Podcast, where we explore the latest tax and financial issues affecting Australian expats. In this episode, The Importance of Wills for Expats, Atlas Wealth Managing Directors James Ridley and Brett Evans unpack the complexities of managing your estate while living overseas. They provide an overview of estate planning for expatriates, including the importan...

Welcome to Episode 148 of the #ExpatChat Podcast, where we explore the latest tax and financial issues affecting Australian expats. In this episode, Expat Do’s and Don’ts for SMSFs, Atlas Wealth Managing Directors James Ridley and Brett Evans unpack the complexities of managing Self-Managed Superannuation Funds (SMSFs) while living overseas. They provide an overview of the legal, financial, and co...

Welcome to the one hundred and forty seventh episode of the #Expatchat podcast, where we dive into the most pressing tax and financial issues impacting #Australianexpats around the globe. Hosted by James Ridley, Managing Director of Atlas Wealth Management, this episode features a special Q&A with Martin Jack, Atlas Wealth’s Financial Planner - APAC where they tackle listener-submitted questions a...

Expat Chat Episode 146 - Expats Managing Compensation Schemes Welcome to the one hundred and forty sixth episode of the #Expatchat podcasts, where we discuss the latest tax and financial issues affecting an #Australianexpat. In this episode, Atlas Wealth Managing Directors, James Ridley and Brett Evens dive deep into the complexities of equity compensation—a critical topic for globally mobile prof...

Welcome to the one hundred and forty fifth episode of the #Expatchat podcasts where we discuss the latest tax and financial issues affecting an #Australianexpat. In this episode of Expat Chat, Atlas Wealth’s cross-border financial planner Martin Jack joins James Ridley, Managing Director (APAC), to walk through a real-life case study involving two US-based Australian expats preparing to return hom...

Welcome to the one hundred and forty fourth episode of the #Expatchat podcasts where we discuss the latest tax and financial issues affecting an #Australianexpat. In this episode, James Ridley, Managing Director of the Australian office, breaks down the implications of the recently passed “One Big Beautiful Bill” on Australian expats living in the U.S. Now signed into law as of July 4, 2025, the l...

Welcome to the one hundred and forty third episode of the #Expatchat podcasts where we discuss the latest tax and financial issues affecting an #Australianexpat. In today’s Expat Chat we discuss what tips and tricks are available for Australian expats with the 2025 end of financial year rapidly approaching. When you move overseas the idea of forgetting all about the dreaded 30th of June end of fin...

Welcome to the one hundred and forty second episode of the #Expatchat podcasts where we discuss the latest tax and financial issues affecting an #Australianexpat. In today’s Expat Chat we discuss what life is like living as an Australian expat in Switzerland. With over 5,000 Australian expats calling Switzerland home there are many appealing factors why people choose to move to there. These factor...

Welcome to the one hundred and forty first episode of the #Expatchat podcasts where we discuss the latest tax and financial issues affecting an #Australianexpat. In today’s Expat Chat we discuss how the Albanese governments re-election with a increased majority will effect Australian expats. At the recent Australian federal election not only did the Labor party win but they increased their majorit...

Welcome to the one hundred and fortieth episode of the #Expatchat podcasts where we discuss the latest tax and financial issues affecting an #Australianexpat. In today’s Expat Chat we discuss how expats can take advantage of the weaker Australian dollar. Currency is a topic that monopolises the conversations for most Australian expats and when it comes to the Australian dollar everyone has an opin...

Welcome to the one hundred and thirty ninth episode of the #Expatchat podcasts where we discuss the latest tax and financial issues affecting an #Australianexpat. In today’s Expat Chat we discuss the topic that is monopolising all the media at the moment - tariffs. Whilst tariffs aren't solely related to Australian expats it does indirectly affect them by virtue of the volatility we are seeing in...

Welcome to the one hundred and thirty eighth episode of the #Expatchat podcasts where we discuss the latest tax and financial issues affecting an #Australianexpat. In today’s Expat Chat we discuss when is a good time for an Australian expat to use a trust in Australia. Family trusts have been around for many years and financial professionals in Australia, like accountants and financial planners, h...

Welcome to the one hundred and thirty seventh episode of the #Expatchat podcasts where we discuss the latest tax and financial issues affecting an #Australianexpat. In today’s Expat Chat we discuss how do the recent announcements made by the US government affect Australian expats living in the US and overseas. Since the Trump administration was inaugurated there have been many announcements made b...

Welcome to the one hundred and thirty sixth episode of the #Expatchat podcasts where we discuss the latest tax and financial issues affecting an #Australianexpat. In today’s Expat Chat we discuss why Australian expats should avoid investing in investment bonds when they live overseas and are saving for retirement. Any Australian expat who has spent time in the Middle East or Asia will be all too f...

Welcome to the one hundred and thirty fifth episode of the #Expatchat podcasts where we discuss the latest tax and financial issues affecting an #Australianexpat. In today’s Expat Chat James and Adam run through some questions Australian expats have asked in our Australian Expat Financial Forum Facebook Group. In this episode we run through the following questions that were asked: • What are the r...

Welcome to the one hundred and thirty fourth episode of the #Expatchat podcasts where we discuss the latest tax and financial issues affecting an #Australianexpat. In today’s Expat Chat we run through some questions Australian expats have asked in our Australian Expat Financial Forum Facebook Group. We often find that when speaking to Australian expats there are common themes that emerge from time...