how the Swiss pension system works and what it means for Australian expats.

Expat Chat Episode 174 – The Swiss Pension System & How it Works for Australian Expats

Expat Chat Episode 174 – The Swiss Pension System & How it Works for Australian Expats Welcome to the one hundred seventy fourth episode of the #ExpatChat podcast, host Atlas Wealth Managing Director, Brett Evans is joined by Patrick Canion, Head of Advice for Switzerland, to unpack how the Swiss pension system works and what […]

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S7, E14 – Navigating the Perth Property Market

Expat Mortgage Podcast, Property / Atlas Wealth

Season 7, Episode 14 – Navigating the Perth Property Market In Episode 14 of the Expat Mortgage Podcast, Navigating the Perth Property Market, host Jeremy Harper is joined by Adi Parekh from Folk Buyers Agency. They deep dive into the Perth property market and what it means for Australian expats looking to invest. Jeremy and

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S5 Ep. 13 – Relief Rally

Weekly Recap Podcast / Atlas Wealth

Season 5 Episode 13 – Relief Rally Welcome to episode 13 of the #AtlasWeeklyRecap podcast – Relief Rally with Financial Planners, Martin Jack and Shaun Fairon. In this week’s recap, markets experienced a sharp relief rally across equities and bonds, driven largely by improving sentiment rather than underlying economic data or earnings. Optimism around potential ceasefire

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S7, E13 – Fuel Excise, Rates and Expat Property

Expat Mortgage Podcast, Property / Atlas Wealth

Season 7, Episode 13 – Fuel Excise, Rates and Expat Property In Episode 13 of the Expat Mortgage Podcast, Fuel Excise, Rates and Expat Property, hosts Jeremy Harper and James Ridley break down back-to-back rate hikes, rising fuel costs, and the temporary fuel excise cut—and what it means for Australian expats with mortgages. They explore

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Expat Chat Episode 173 – How Do the Proposed Tax Changes Affect Australian Property

Expat Chat Podcast / Atlas Wealth

Expat Chat Episode 173 – How Do the Proposed Tax Changes Affect Australian Property Welcome to the one hundred seventy third episode of the #ExpatChat podcast – How Do the Proposed Tax Changes Affect Australian Property. Atlas Wealth Managing Directors, James Ridley and Brett Evans unpack the proposed changes to Australia’s capital gains tax and property

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Practical Guide for Australian Tax on US Retirement Accounts

News / Atlas Wealth

Practical Guide for Australian Tax on US Retirement Accounts What Australian expats need to understand before taking their first distribution If you have built part of your career in the United States and are planning to retire in Australia, it is common to return with various US retirement income streams. These often include IRAs,

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S7, E12 – Australian Expat Q&A

Expat Mortgage Podcast, Property / Atlas Wealth

Season 7, Episode 12 – Australian Expat Q&A In Episode 12 of the Expat Mortgage Podcast, Australian Expat Q&A, hosts Jeremy Harper and James Ridley answer questions from clients and listeners on the latest Australian property and lending landscape. From the RBA cash rate at 4.10% and rapidly rising fixed rates to surging construction costs

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Expat Chat Episode 170 – Q&A with Martin Jack

Expat Chat Podcast / Atlas Wealth

Expat Chat Episode 170 – Q&A with Martin Jack In this belated episode one hundred seventieth of #ExpatChat, James Ridley (Managing Director, APAC) and Martin Jack (Financial Planner) answer some of the most common questions from the Australian Expat Financial Forum. The discussion covers key issues facing Australian expats, including capital gains tax considerations on

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S5 Ep. 12 – Volatility is News Driven

Weekly Recap Podcast / Atlas Wealth

Season 5 Episode 12 – Volatility is News Driven Welcome to episode 12 of the #AtlasWeeklyRecap podcast – Volatility is News Driven. Financial Planners, Martin Jack and Shaun Fairon unpack a volatile period for global markets, driven largely by fast-moving geopolitical developments surrounding the US–Iran conflict. Market movements were not random, but a direct response

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Australian Family Trusts and the US Grantor Trust Trap

News / Atlas Wealth

Australian Family Trusts and the US Grantor Trust Trap Australian discretionary trusts are a cornerstone of domestic tax planning, asset protection, and intergenerational wealth strategies. However, when a family has US connections, whether through US citizenship, green card status, or US tax residency under the substantial presence test, these same structures can become highly inefficient,

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