Season 7, Episode 20 – Budget Action Plan
In this episode of the Atlas Expat Mortgage podcast, Atlas Wealth Group Managing Directors Jeremy Harper and James Ridley discuss a ‘Budget Action Plan. They unpack the practical implications of the proposed 2026–27 Federal Budget reforms for Australian expats at every stage of the property journey.
The discussion explores how the proposed changes to capital gains tax, negative gearing and discretionary trusts may impact Australians preparing to move overseas, currently living abroad, or planning a return home. Additionally, James and Jeremy share a practical action plan covering property ownership structures, borrowing capacity, valuations, trust considerations and investment strategies, while also discussing the uncertainty surrounding the proposed legislation and what expats should be considering now.
Finally, this episode addresses key questions from expats in Singapore, Dubai and London, providing real-world insights into buying, holding and financing Australian property in a rapidly changing tax and lending environment.
About the Podcast
Atlas Expat Mortgage: Budget Action Plan
The Expat Mortgage Podcast is all about helping Australian expats successfully secure and maintain an Australian mortgage whilst they’re living and working overseas.
Meanwhile, Atlas Mortgages specialises in helping Australian expats in over 30 countries secure the right home loan. In fact, we regularly consult with more than 30 Australian mortgage lenders and review over 500 loan products to ensure you not only qualify as an expat borrower, but also get a mortgage tailored to your unique needs and circumstances.
Related links:
- 2026-27 Australian Federal Budget Webinar recording
- The Expat’s Handbook is now available – Order your copy today
- Upcoming Seminars & Webinars
- Facebook Group – Don’t forget to join our Australian Expat Financial Forum Facebook Group
- Ask Atlas – Click here to have your questions answered on the podcast
Beyond Expat Mortgage, you can discover more content from Atlas Wealth Group through our other podcasts and YouTube series:
- Expat Chat Podcast
- Weekly Recap Podcast
- Alpine Aussies – This series showcases the journeys of Australian expats living and working in Switzerland.
If you enjoy the content, make sure you let us know by hitting the thumbs up and subscribing. Additionally, feel free to provide some feedback in the comments below.
About Atlas Wealth Group:
Atlas Wealth Group was established to meet the growing demand from Australian expats for professional guidance. In particular, we are specialists in providing tax, financial planning, wealth management and mortgage services to every Australian expat. Furthermore, whether you are based in Asia, the Middle East, Europe or the Americas, we have the experience to provide essential financial services to the expatriate community.
To learn more, visit www.atlaswealth.com. Alternatively, to get tailored advice about your personal situation or to learn more about the Budget Action Plan, please contact us.
Connect with us:
Facebook – @atlaswealthmgmt
LinkedIn – Atlas Wealth Management
X (Twitter) – @atlaswealthmgmt
Instagram – @atlaswealthgroup
Make Sure You Don’t Miss An Episode of the Expat Mortgage Podcast
To ensure you don’t miss any future episodes make sure you subscribe to our podcast on your favourite channels below.
