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Expat Chat Episode 135 – Q&A With Dubai Based Financial Planner Adam Prentice

Welcome to the one hundred and thirty fifth episode of the #Expatchat podcasts where we discuss the latest tax and financial issues affecting an #Australianexpat.

In today’s Expat Chat James and Dubai based australian expat financial planner Adam Prentice run through some questions Australian expats have asked in our Australian Expat Financial Forum Facebook Group.

In this episode we run through the following topics:

  • What are the risks for an Australian expat leaving large amounts of cash in the bank whilst living in the Middle East?
  • What are the tax considerations when a expat opens a bank account in Australia?
  • What is the latest update on the proposed changes to the tax residency rules?
  • If an Australian expat were to permanently leave the US what exit taxes are they up for and does the HEART tax act apply to them?
  • Are there any different strategies and taxes to consider when you hold a Australian life insurance and endowment policies?
  • What is the K3 event and how does it affect Australian expats when inheriting assets from an estate?

Links that we discussed in this episode include:

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Atlas Wealth Management is a specialist in providing tax financial planning advice to every Australian #expat.

Whether you are based in Asia, the Middle East, Europe or the Americas, we have the experience in providing wealth management and planning services to the expatriate community.

Atlas Wealth Management was born out of the demand from expats who wanted a financial adviser to help them navigate the tax and financial maze of living abroad as well as assisting them make the most out of their time overseas.

To find out more about Atlas Wealth Management and how we can help Australian expats please go to https://www.atlaswealth.com.

Make sure you connect with us on our respective social media channels:

Facebook: www.facebook.com/atlaswealthmgmt 
LinkedIn: www.linkedin.com/company/atlas-wealth-management
Twitter: www.twitter.com/atlaswealthmgmt
Instagram: www.instagram.com/atlaswealthmgmt
Youtube: www.youtube.com/@atlaswealthmgmt

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