Expat Chat Episode 187 – Part 2: US Exit Tax Welcome to Episode 187 of the #ExpatChat podcast. Part 2 of this webinar special, US Exit Tax: Coming Home from the United States series sees Atlas Wealth Managing Director (APAC), James Ridley, joined by Joshua Ashman, CPA and Partner at Expat Tax Professionals, who unpacks […]
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Season 7, Episode 30 – Solution-Based Lending with MidKey In this episode of Expat Mortgage: Solution-Based Lending with MidKey, Atlas Mortgages Managing Director, Jeremy Harper (Mortgages) is joined by special guest Richard Young, CEO of MidKey. They unpack a lending solution built for Australians who are “home equity rich but cash flow constrained”, including many
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Expat Chat Episode 186 – Part 1: US Exit Tax Welcome to Episode 186 of the #ExpatChat podcast with Atlas Wealth Managing Director (APAC), James Ridley. Due to popular demand, James shares Atlas’ recent webinar, US Exit Tax: Coming Home from the United States, as a special two-part series. In Part 1, he’s joined by
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Season 7, Episode 29 – Market Update In this episode of Expat Mortgage: Market Update Episode 29, Atlas Wealth Group Managing Directors, James Ridley (APAC) and Jeremy Harper (Mortgages) dive into two real client case studies, from developing inherited land using development finance, to navigating commercial property lending as an expat. Additionally, they answer listener questions
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Expat Chat Episode 185 – Summer Catch-Up and Review Welcome to Episode 185 of the #Expatchat podcast, Summer Catch up and Review, where we discuss the latest tax and financial issues affecting an #Australianexpat. In this solo episode, Brett Evans runs through the key updates and market developments Australian expats need to know heading into
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Season 7, Episode 28 – Market Update In this episode of Expat Mortgage: Market Update, Atlas Wealth Group Managing Directors, James Ridley (APAC) and Jeremy Harper (Mortgages) preview the RBA’s upcoming rate decision ahead of the June quarter CPI print, plus the latest data on rents and property market conditions. Furthermore, they unpack a client case
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Season 7, Episode 27 – July Update In this episode of Expat Mortgage: July Update, Atlas Wealth Group Managing Directors, James Ridley (APAC) and Jeremy Harper (Mortgages) kick off the new financial year with a wrap-up of the property market, the RBA’s rate outlook, and recent tax changes affecting Australian expats. Furthermore, they dive into the
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Season 5 Episode 26 – Oil and AI Concerns In Season 5, Episode 26 of the #AtlasWeeklyRecap, Oil and AI Concerns, Financial Planners Martin Jack and Shaun Fairon discuss the global sharemarket pullback driven by renewed AI valuation fears and an oil price shock. Japan (-6%), China (-5.3%) and the US (-1.6%) led the falls
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Expat Chat Episode 184 – CGT Changes The Silver Lining for Expats 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
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Season 7, Episode 26 – End of Financial Year Update A new financial year, a new set of rules, and a lot to recalibrate in this episode of Expat Mortgage: End of Financial Year (EOFY) Update. Atlas Wealth Group Managing Directors, James Ridley (APAC) and Jeremy Harper (Mortgages) take stock of a softening Sydney market,
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