Expat Chat Ep 39 – When A Tax Free Investment Isn’t Tax Free

Expat Chat Ep 39 – When A Tax Free Investment Isn’t Tax Free


Welcome to our thirty ninth episode of #Expatchat where we discuss the latest tax and financial issues affecting an #Australianexpat.

In today’s Expat Chat we talk about the murky world of investment bonds and the dubious circumstances that they are sold under.

When a Australian expat moves either to Asia or the Middle East it is only a matter of time before they receive a unsolicited call from the dreaded Offshore IFA.

With a very smooth sales pitch they will appeal to your financial concerns and try to convince you that purchasing a offshore investment bond is the answer to your questions.

But is it?

Discussion Points on Todays Podcast Episode


Some of the topics that we run through are:

  • What are investment bonds?
  • Why aren’t they appealing?
  • Why these bonds are sold as a tax free investment but the reality may not be the case?
  • What is the ATO’s opinion of offshore investment bonds?

Links that we discussed in this episode include:

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