Welcome to the one hundred and seventy ninth episode of the #Expatchat podcast, End of Financial Year Checklist, where we discuss the latest tax and financial issues affecting an #Australianexpat.
As the Australian financial year draws to a close, expats have a valuable opportunity to review their tax position, investments, superannuation, insurance, and cross-border arrangements before 30 June. In this episode of Expat Chat, Managing Directors, James Ridley and Brett Evans discuss the key EOFY tasks Australian expats should address to avoid ATO issues and improve their financial outcomes.
Key Takeaway: The main message is not just to know the EOFY checklist, but to act on it promptly. Small delays can create bigger problems later, particularly where residency, foreign income, investment disposals, or rental properties are involved. Completing these reviews before the year closes gives you more options, better records, and a smoother tax process.
About the Podcast: Expat Chat – End of Financial Year Checklist
Links that we discussed in this episode include:
- Upcoming webinar, US Exit Tax – Click here to register
- The Expat’s Handbook – Order now
- 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 Chat, you can discover more content from Atlas Wealth Group through our other podcasts and YouTube series:
- Expat Mortgage Podcast
- Weekly Recap Podcast
- Alpine Aussies – This series showcases the journeys of Australian expats living and working in Switzerland.
If you enjoy the episode, please consider giving it a thumbs up and subscribing. Likewise, we welcome your feedback, so feel free to leave a comment on any of the streaming platforms, 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 End of Financial Year Checklist, please contact us.
Connect with us:
Facebook – @atlaswealthmgmt
LinkedIn – Atlas Wealth Management
X (Twitter) – @atlaswealthmgmt
Instagram – @atlaswealthgroup
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