Welcome to Episode 184 of the #Expatchat podcast, CGT Changes The Silver Lining for Expats, where we discuss the latest tax and financial issues affecting an #Australianexpat.
In a follow up of episode 182, James Ridley is joined again by Ben Turner from Atlas Tax to unpack a counterintuitive twist in the new rules. While episode 182 covered the bad news i.e. expats with any period of foreign residency losing access to indexation from 1 July 2027, this episode reveals a quirk that could leave some expats better off than Australians who stayed resident the whole time. That is, Ben explains how the 50% CGT discount, apportioned for periods of non-residency, remains intact even as indexation is stripped away, and why this may be an unintended consequence of rushed legislation. Also, he walks through a real example showing just how significant the tax saving could be. Finally, this episode wraps with a Q&A on what to watch for as these rules continue to evolve before 2027.
About the Podcast: Expat Chat – CGT Changes The Silver Lining for Expats
Links that we discussed in this episode include:
- Upcoming events and webinar – Click here
- 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 CGT Changes The Silver Lining for Expats, please contact us.
Connect with us:
Facebook – @atlaswealthmgmt
LinkedIn – Atlas Wealth Management
X (Twitter) – @atlaswealthmgmt
Instagram – @atlaswealthgroup
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