Expat Chat Episode 151 – Investment Portfolio Maintenance for Expats
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 Evans and Financial Planner, Adam Prentice break down the key tax and investment considerations for Australians living abroad. They cover topics such as deemed disposal tax when exiting Australia and non-resident withholding tax rates. They also highlight the importance of keeping your address up to date with financial institutions.
Brett and Adam also highlight the risks of using US brokerage accounts overseas, including the 40% US estate tax for non-residents, and suggest safer alternatives. They explain how to manage your investment portfolio when leaving or returning to Australia, such as tax implications and the benefits of moving assets back to Australian platforms.
Plus, hear about upcoming Atlas Wealth seminars in Doha, Dubai, and Abu Dhabi.
About the Podcast
Links that we discussed in this episode include:
- Upcoming Seminars & Webinars – https://atlaswealth.com/events
- Facebook Group – Don’t forget to join our Australian Expat Financial Forum Facebook Group – https://www.facebook.com/groups/Australianexpatfinancialforum
- Ask Atlas – Have your questions answered on the podcast by clicking this link – https://atlaswealth.com/news-media/australian-expat-podcasts/questions-or-feedback-for-the-expat-podcast/
- Expat Mortgage Podcast – https://atlaswealth.com/news-media/australian-expat-podcasts/expat-mortgage-podcast/
- Weekly Recap Podcast – https://atlaswealth.com/news-media/australian-expat-podcasts/weekly-recap-podcast-4/
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The Atlas Wealth Group was born out of growing demand from Australian expats seeking professional guidance. We are specialists in providing tax, financial planning, wealth management and mortgage services to every Australian expat. Whether you are based in Asia, the Middle East, Europe or the Americas, we have the experience in providing essential financial services to the expatriate community.
To find out more about the Atlas Wealth Group visit www.atlaswealth.com, or to receive tailored information for your personal situation, contact us.
Make sure you connect with us on our respective social media channels:
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