Expat Chat Podcast

Welcome to the one hundred and eighth episode of the #Expatchat podcast where we discuss the latest tax and financial issues affecting an #Australianexpat. In today’s Expat Chat we do a recap on the 2023 calendar year and discuss the major topics that expats had to deal with. This year we had a wide variety of geo-political events combined with the world economies exercising their monetary and fis...

Welcome to the one hundred and seventh episode of the #Expatchat podcast where we discuss the latest tax and financial issues affecting an #Australianexpat. In today’s Expat Chat we talk about when does an Australian expat need to lodge a tax return. There is a lot of conflicting information out there about this topic which causes the confusion amongst expats and the answer is that some Australian...

Welcome to the one hundred and sixth episode of the #Expatchat podcast where we discuss the latest tax and financial issues affecting an #Australianexpat. In today’s Expat Chat we revisit the topic of the Main Residence Exemption and the confusion amongst Australian expats that still surrounds the changes that came into play on the 1st of July 2020. With many Australian expats owning property when...

Welcome to the one hundred and fifth episode of the #Expatchat podcast where we discuss the latest tax and financial issues affecting an #Australianexpat. In today’s Expat Chat we talk about where Australian expats should direct their surplus cash - to their super fund, pay off their mortgage, in a investment account or put it into a term deposit. The answer maybe one, two or all of the above and...

Welcome to the one hundred and fourth episode of the #Expatchat podcast where we discuss the latest tax and financial issues affecting an #Australianexpat. In today’s Expat Chat we talk about foreign pensions and what Australian expats need to know when managing and repatriating them. Many Australians will accrue some form of foreign pension when they live and work overseas, whether it is a 401k,...

Welcome to the one hundred and third episode of the #Expatchat podcast where we discuss the latest tax and financial issues affecting an #Australianexpat. In today’s Expat Chat we answer some questions that have been posted on our Australian Expat Financial Forum Facebook Group. The Facebook group is a great place for Australian expats to ask their questions as well as share information when it co...

Welcome to the one hundred and second episode of the #Expatchat podcast where we discuss the latest tax and financial issues affecting an #Australianexpat. In today’s Expat Chat we talk about why timing can make the difference of thousands, tens of thousands and sometimes hundreds of thousands of dollars for Australia expats. The nature of an Australian expat means that we are always moving, somet...

Welcome to the one hundred and first episode of the #Expatchat podcast where we discuss the latest tax and financial issues affecting an #Australianexpat. In today’s Expat Chat we have a guest on Edward Cole from Cross Border Financial Planning USA talk about a general overview of what Australian expats need to know and understand about US Retirement accounts and the exit tax. Every year many Aust...

Welcome to the one hundredth episode of the #Expatchat podcast where we discuss the latest tax and financial issues affecting an #Australianexpat. In today’s Expat Chat we talk about the importance of wills and enduring powers of attorneys (EPOA's) for Australian expats. When we move overseas it is quite easy to forget about what would happen to our estates should the worst occur - a death of you...

Welcome to the ninety ninth episode of the #Expatchat podcast where we discuss the latest tax and financial issues affecting an #Australianexpat. In today’s Expat Chat we talk about why some expats manage their finances when they move abroad like they are playing monopoly. We saw a funny post on instagram the other day that said: "Imagine playing monopoly and never buying any assets or investments...

Welcome to the ninety eighth episode of the #Expatchat podcast where we discuss the latest tax and financial issues affecting an #Australianexpat. In today’s Expat Chat we talk about when should a Australian expat start planning for retirement. When Australians move overseas quite often their superannuation fund and the mechanisms behind saving for retirement tend to fall by the wayside as they fo...

Welcome to the ninety seventh episode of the #Expatchat podcast where we discuss the latest tax and financial issues affecting an #Australianexpat. In today’s Expat Chat we talk about what Australian expats need to consider when they are looking to retire overseas and draw upon their superannuation account as a account based pension (ABP). All depending on what country to intend to retire in will...

Welcome to the ninety sixth episode of the #Expatchat podcast where we discuss the latest tax and financial issues affecting an #Australianexpat. In today’s Expat Chat we have a guest on from Cross Border Financial Planning USA. Edward Cole talks about a general overview of what Australian expats need to know and understand about US Retirement accounts. Every year many Australian head over to the...

Welcome to the ninety fifth episode of the #Expatchat podcast where we discuss the latest tax and financial issues affecting an #Australianexpat. In today’s Expat Chat we talk about the recent release of our Australian Expat Relocation Guide series, with the first destination being Dubai, as well as answering some questions that were recently asked in our Australian Expat Financial Forum Facebook...

Welcome to the ninety fourth episode of the #Expatchat podcast where we discuss the latest tax and financial issues affecting an #Australianexpat. In today’s Expat Chat we talk about the upcoming referendum that is being held in Australia next month and whether an Australian expat can and should vote. According to the Australian Electoral Commission (AEC) an Australian expat is eligible to vote as...

Welcome to the ninety third episode of the #Expatchat podcast where we discuss the latest tax and financial issues affecting an #Australianexpat. In today’s Expat Chat we talk about what you need to consider when you are leaving Australia and moving overseas to join the expat ranks. According to the Australian population clock one Australian resident is moving overseas permanently to live every 2...

Welcome to the ninety second episode of the #Expatchat podcast where we discuss the latest tax and financial issues affecting an #Australianexpat. In today’s Expat Chat we talk about the recent weakness of the Australian dollar, what causing it and where it maybe going in the future. It would be virtually impossible to meet an Australian expat who isn't affected by a currency exchange rate movemen...

Welcome to the ninety first episode of the #Expatchat podcast where we discuss the latest tax and financial issues affecting an #Australianexpat. In today’s Expat Chat we provide an update on the latest developments with respect to the proposed changes to the tax residency rules affecting Australian expats. After there was no mention of the proposed changes to the tax residency rules in the recent...

Welcome to the ninetieth episode of the #Expatchat podcast where we discuss the latest tax and financial issues affecting an #Australianexpat. In today’s Expat Chat we deep dive into consideration in which expats needs to consider when repatriating back to Australia. This might involve the timing of key decisions, like selling assets or transferring assets and tax might play into this too. Some of...

Welcome to the eighty ninth episode of the #Expatchat podcast where we discuss the latest tax and financial issues affecting an #Australianexpat. In today’s Expat Chat we talk about the different conversations we have had with clients over the last week, with a wide range of topical issues being discussed this helps provide some insight into many expats having the same problems or same issues on t...

Welcome to the eighty eighth episode of the #Expatchat podcast where we discuss the latest tax and financial issues affecting an #Australianexpat. In today’s Expat Chat we talk about the new super changes which are now in effect for the 2024 financial year. These changes impact current contribution amounts and caps, superannuation balances as well as what we can have in account based pension mode....

Welcome to the eighty seventh episode of the #Expatchat podcast where we discuss the latest tax and financial issues affecting an #Australianexpat. In today's Expat Chat we threw the topic over to ChatGPT to give us a list of the most commonly asked questions by Australian expats. Over the next three episodes we will be running through some of the questions that ChatGPT has highlighted and shining...

Welcome to the eighty sixth episode of the #Expatchat podcast where we discuss the latest tax and financial issues affecting an #Australianexpat. In today's Expat Chat we threw the topic over to ChatGPT to give us a list of the most commonly asked questions by Australian expats. Over the next three episodes we will be running through some of the questions that ChatGPT has highlighted and shining s...

Welcome to the eighty fifth episode of the #Expatchat podcast where we discuss the latest tax and financial issues affecting an #Australianexpat. We've had a bit of a break as James was on a well deserved break and the offices are very busy at the moment with the end of the financial year fast approaching. In today's Expat Chat we threw the topic over to ChatGPT to give us a list of the most commo...

Welcome to the eighty fourth episode of the #Expatchat podcast where we discuss the latest tax and financial issues affecting an #Australianexpat. In today's Expat Chat we talk incorrect assumptions that Australian expats make when managing their property back home. Owning property is a core part of an Australians wealth building strategy however when they move overseas sometimes they will assume...