fbpx

Expat Chat Episode 122 – Australian Expat Tax And Financial Planning Q&A

Welcome to the one hundred and twenty second 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 of the tax and financial planning questions that members of our Australian Expat Financial Forum Facebook group recently asked.

We find the Facebook group is a invaluable way to talk to and engage with Australian expats in any country and members can engage with their fellow expats and share to experiences in managing their finances whilst living overseas.

With over 3,000 members (and growing rapidly) it is becoming a popular forum for Australian expats the world over.

Discussion Points on Todays Podcast Episode

 

In this episode we run through the following topics:

  • Is it possible to open a trading account in Australia to invest in Australian ETF / Index funds while being a non tax resident and living overseas?

  • What are the eligibility requirements to receive the Australian aged pension from the government whilst living overseas?

  • What to do with the assets you have accumulated in the UK when you are looking to move back to Australia?

  • Does the US exit tax kick in from your arrival on a visa or is it only the green card years?

  • What happens when you withdraw Australian retirement funds out to a US bank account?

  • Why is Australia the best place to domicile your assets even when you are looking to retire to Australia?

Links that we discussed in this episode include:

If you like the content make sure you let us know by hitting the thumbs up and subscribing as well as providing some feedback in the comments below.

Atlas Wealth Management is a specialist in providing tax financial planning advice to every Australian #expat.

Whether you are based in Asia, the Middle East, Europe or the Americas, we have the experience in providing wealth management and planning services to the expatriate community.

Atlas Wealth Management was born out of the demand from expats who wanted a financial adviser to help them navigate the tax and financial maze of living abroad as well as assisting them make the most out of their time overseas.

To find out more about Atlas Wealth Management and how we can help Australian expats please go to https://www.atlaswealth.com.

Make sure you connect with us on our respective social media channels:

Facebook: www.facebook.com/atlaswealthmgmt
LinkedIn: www.linkedin.com/company/atlas-wealth-management
Twitter: www.twitter.com/atlaswealthmgmt
Instagram: www.instagram.com/atlaswealthmgmt

Make Sure You Don’t Miss An Episode of the Expat Chat Podcast

 

To ensure you don’t miss any future episodes make sure you subscribe to our podcast on your favourite channels below.

As we’d like to educate as many Australian expats as possible we’d also sincerely appreciate it if you could share this page using the buttons at the bottom of this article.

Like this article?

Share on Facebook
Share on Twitter
Share on Linkdin
Share on Pinterest

Sign up to receive news & financial tips directly