Welcome to the one hundred and twenty sixth episode of the #Expatchat podcast where we discuss the latest tax and financial issues affecting an #Australianexpat.In today’s Expat Chat we run through some of the questions that have been asked in the Australian Expat Financial Forum Facebook group that we manage.Social media is a great tool for Austra…

Welcome to the one hundred and twenty fifth episode of the #Expatchat podcast where we discuss the latest tax and financial issues affecting an #Australianexpat.In today’s Expat Chat we talk about can you rollover your foreign pension and retirement savings into a Australian superannuation account.When we live and work overseas there is a good chan…

Welcome to the one hundred and twenty fourth episode of the #Expatchat podcast where we discuss the latest tax and financial issues affecting an #Australianexpat.In today’s Expat Chat we talk about the the proposed changes to the Non Dom and Inheritance Tax rules in the UK and how that may affect Australian expats.The Non Dom rules have been part o…

Welcome to the one hundred and twenty third episode of the #Expatchat podcast where we discuss the latest tax and financial issues affecting an #Australianexpat.In today’s Expat Chat we talk about the news that the Australian government is looking to remove Negative Gearing and how that will affect Australian expats.We all know (or we should) that …

Welcome to the one hundred and twenty second episode of the #Expatchat podcast where we discuss the latest tax and financial issues affecting an #Australianexpat.In today’s Expat Chat we answer some of the questions that members of our Australian Expat Financial Forum Facebook group recently asked.We find the Facebook group is a invaluable way to t…

Welcome to the one hundred and twenty first episode of the #Expatchat podcast where we discuss the latest tax and financial issues affecting an #Australianexpat.In today’s Expat Chat we debate whether Australian expats can use ChatGPT and AI to obtain tax and financial advice.With more tools available to Australian expats today then ever before man…

Welcome to the one hundred and twentieth episode of the #Expatchat podcast where we discuss the latest tax and financial issues affecting an #Australianexpat.In today’s Expat Chat we talk about the difference between a australian expat accountant and an australian expat financial planner.When a Australian expat is seeking out a specialist to help t…

Welcome to the one hundred and nineteenth episode of the #Expatchat podcast where we discuss the latest tax and financial issues affecting an #Australianexpat.In today’s Expat Chat we catch up after the summer break and answer some question from our Facebook Group, the Australian Expat Financial Forum.Many Australian banks are emailing their custom…

Welcome to the one hundred and eighteenth episode of the #Expatchat podcast where we discuss the latest tax and financial issues affecting an #Australianexpat.In today’s Expat Chat we talk about why Australian expats need to respond to the banks in Australia when they ask for identification.Many Australian banks are emailing their customers, includ…

Welcome to the one hundred and seventeenth episode of the #Expatchat podcast where we discuss the latest tax and financial issues affecting an #Australianexpat.In today’s Expat Chat we talk about the topic of whether an Australian expat can have a SMSF.We have covered this topic previously however it keeps popping up and its important that we run t…

Welcome to the one hundred and sixteenth episode of the #Expatchat podcast where we discuss the latest tax and financial issues affecting an #Australianexpat.In today’s Expat Chat we talk about who an Australian expat can nominate as a benenficary of their superannuation in the event of their death.Nominating a beneficary of your super fund should …

Welcome to the one hundred and fifteenth episode of the #Expatchat podcast where we discuss the latest tax and financial issues affecting an #Australianexpat.With the Australian Federal government recently releasing the annual federal budget there were many hopes and expectations of tax reform and restructuring to prepare the Australian economy for…

Welcome to the one hundred and fourteenth episode of the #Expatchat podcast where we discuss the latest tax and financial issues affecting an #Australianexpat.This episode was recorded before the recent floods in Dubai so it didn't get released in sync and you may notice us referring to a different episode number but as it addresses such an importa…

Welcome to the one hundred and thirteenth episode of the #Expatchat podcast where we discuss the latest tax and financial issues affecting an #Australianexpat.We are back! After a short break then floods in Dubai we are happy to be back on the airwaves.In today’s Expat Chat we talk about the upcoming federal budget and what it may look like for Aus…

Welcome to the one hundred and twelfth episode of the #Expatchat podcast where we discuss the latest tax and financial issues affecting an #Australianexpat.In today’s Expat Chat we talk about is there a best time of the year to return to Australia and should you plan your return around any specific dates.With the majority of Australian expats plann…

Welcome to the one hundred and eleventh episode of the #Expatchat podcast where we discuss the latest tax and financial issues affecting an #Australianexpat.In today’s Expat Chat we talk about how to qualify to become a non-resident and what is the actual process that Australian expats must follow to notify the ATO.Qualifying to become a non-reside…

Welcome to the one hundred and tenth episode of the #Expatchat podcast where we discuss the latest tax and financial issues affecting an #Australianexpat.In today’s Expat Chat we talk about the lessons we learned in 2023 and how to make the most of the opportunities in 2024.Looking back on 2023 investors were trying to navigate markets that were fi…

Welcome to the one hundred and ninth episode of the #Expatchat podcast and the first one for 2024 where we discuss the latest tax and financial issues affecting an #Australianexpat.In today’s Expat Chat we talk about the lessons we learned in 2023 and how we can use that in the coming year to our advantage.We also run through some questions that ha…

Welcome to the one hundred and eighth episode of the #Expatchat podcast where we discuss the latest tax and financial issues affecting an #Australianexpat.In today’s Expat Chat we do a recap on the 2023 calendar year and discuss the major topics that expats had to deal with.This year we had a wide variety of geo-political events combined with the w…

Welcome to the one hundred and seventh episode of the #Expatchat podcast where we discuss the latest tax and financial issues affecting an #Australianexpat.In today’s Expat Chat we talk about when does an Australian expat need to lodge a tax return.There is a lot of conflicting information out there about this topic which causes the confusion among…

Welcome to the one hundred and sixth episode of the #Expatchat podcast where we discuss the latest tax and financial issues affecting an #Australianexpat.In today’s Expat Chat we revisit the topic of the Main Residence Exemption and the confusion amongst Australian expats that still surrounds the changes that came into play on the 1st of July 2020.…

Welcome to the one hundred and fifth episode of the #Expatchat podcast where we discuss the latest tax and financial issues affecting an #Australianexpat.In today’s Expat Chat we talk about where Australian expats should direct their surplus cash - to their super fund, pay off their mortgage, in a investment account or put it into a term deposit.Th…

Welcome to the one hundred and fourth episode of the #Expatchat podcast where we discuss the latest tax and financial issues affecting an #Australianexpat.In today’s Expat Chat we talk about foreign pensions and what Australian expats need to know when managing and repatriating them.Many Australians will accrue some form of foreign pension when the…

Welcome to the one hundred and third episode of the #Expatchat podcast where we discuss the latest tax and financial issues affecting an #Australianexpat.In today’s Expat Chat we answer some questions that have been posted on our Australian Expat Financial Forum Facebook Group.The Facebook group is a great place for Australian expats to ask their q…

Welcome to the one hundred and second episode of the #Expatchat podcast where we discuss the latest tax and financial issues affecting an #Australianexpat.In today’s Expat Chat we talk about why timing can make the difference of thousands, tens of thousands and sometimes hundreds of thousands of dollars for Australia expats.The nature of an Austral…

Welcome to the one hundred and first episode of the #Expatchat podcast where we discuss the latest tax and financial issues affecting an #Australianexpat.In today’s Expat Chat we have a guest on Edward Cole from Cross Border Financial Planning USA talk about a general overview of what Australian expats need to know and understand about US Retiremen…

Welcome to the one hundredth episode of the #Expatchat podcast where we discuss the latest tax and financial issues affecting an #Australianexpat.In today’s Expat Chat we talk about the importance of wills and enduring powers of attorneys (EPOA's) for Australian expats.When we move overseas it is quite easy to forget about what would happen to our …

Welcome to the ninety ninth episode of the #Expatchat podcast where we discuss the latest tax and financial issues affecting an #Australianexpat.In today’s Expat Chat we talk about why some expats manage their finances when they move abroad like they are playing monopoly.We saw a funny post on instagram the other day that said:"Imagine playing mono…

Welcome to the ninety eighth episode of the #Expatchat podcast where we discuss the latest tax and financial issues affecting an #Australianexpat.In today’s Expat Chat we talk about when should a Australian expat start planning for retirement.When Australians move overseas quite often their superannuation fund and the mechanisms behind saving for r…

Welcome to the ninety seventh episode of the #Expatchat podcast where we discuss the latest tax and financial issues affecting an #Australianexpat.In today’s Expat Chat we talk about what Australian expats need to consider when they are looking to retire overseas and draw upon their superannuation account as a account based pension (ABP).All depend…

Welcome to the ninety sixth episode of the #Expatchat podcast where we discuss the latest tax and financial issues affecting an #Australianexpat.In today’s Expat Chat we have a guest on from Cross Border Financial Planning USA. Edward Cole talks about a general overview of what Australian expats need to know and understand about US Retirement accou…

Welcome to the ninety fifth episode of the #Expatchat podcast where we discuss the latest tax and financial issues affecting an #Australianexpat. In today’s Expat Chat we talk about the recent release of our Australian Expat Relocation Guide series, with the first destination being Dubai, as well as answering some questions that were recently asked…

Welcome to the ninety fourth episode of the #Expatchat podcast where we discuss the latest tax and financial issues affecting an #Australianexpat. In today’s Expat Chat we talk about the upcoming referendum that is being held in Australia next month and whether an Australian expat can and should vote.According to the Australian Electoral Commission…

Welcome to the ninety third episode of the #Expatchat podcast where we discuss the latest tax and financial issues affecting an #Australianexpat. In today’s Expat Chat we talk about what you need to consider when you are leaving Australia and moving overseas to join the expat ranks.According to the Australian population clock one Australian residen…

Welcome to the ninety second episode of the #Expatchat podcast where we discuss the latest tax and financial issues affecting an #Australianexpat. In today’s Expat Chat we talk about the recent weakness of the Australian dollar, what causing it and where it maybe going in the future.It would be virtually impossible to meet an Australian expat who i…

Welcome to the ninety first episode of the #Expatchat podcast where we discuss the latest tax and financial issues affecting an #Australianexpat. In today’s Expat Chat we provide an update on the latest developments with respect to the proposed changes to the tax residency rules affecting Australian expats.After there was no mention of the proposed…

Welcome to the ninetieth episode of the #Expatchat podcast where we discuss the latest tax and financial issues affecting an #Australianexpat. In today’s Expat Chat we deep dive into consideration in which expats needs to consider when repatriating back to Australia. This might involve the timing of key decisions, like selling assets or transferrin…

Welcome to the eighty ninth episode of the #Expatchat podcast where we discuss the latest tax and financial issues affecting an #Australianexpat. In today’s Expat Chat we talk about the different conversations we have had with clients over the last week, with a wide range of topical issues being discussed this helps provide some insight into many e…

Welcome to the eighty eighth episode of the #Expatchat podcast where we discuss the latest tax and financial issues affecting an #Australianexpat.In today’s Expat Chat we talk about the new super changes which are now in effect for the 2024 financial year. These changes impact current contribution amounts and caps, superannuation balances as well a…

Welcome to the eighty seventh episode of the #Expatchat podcast where we discuss the latest tax and financial issues affecting an #Australianexpat.In today's Expat Chat we threw the topic over to ChatGPT to give us a list of the most commonly asked questions by Australian expats.Over the next three episodes we will be running through some of the qu…

Welcome to the eighty sixth episode of the #Expatchat podcast where we discuss the latest tax and financial issues affecting an #Australianexpat.In today's Expat Chat we threw the topic over to ChatGPT to give us a list of the most commonly asked questions by Australian expats.Over the next three episodes we will be running through some of the ques…

Welcome to the eighty fifth episode of the #Expatchat podcast where we discuss the latest tax and financial issues affecting an #Australianexpat.We've had a bit of a break as James was on a well deserved break and the offices are very busy at the moment with the end of the financial year fast approaching.In today's Expat Chat we threw the topic ove…

Welcome to the eighty fourth episode of the #Expatchat podcast where we discuss the latest tax and financial issues affecting an #Australianexpat.In today's Expat Chat we talk incorrect assumptions that Australian expats make when managing their property back home.Owning property is a core part of an Australians wealth building strategy however whe…

Welcome to the eighty third episode of the #Expatchat podcast where we discuss the latest tax and financial issues affecting an #Australianexpat.In today's Expat Chat we talk about how does an Australian expat manage their financial affairs when they are unsure if they are definately moving back to Australia and if they are when that maybe.Many Aus…

Welcome to the eighty second episode of the #Expatchat podcast where we discuss the latest tax and financial issues affecting an #Australianexpat.In today's Expat Chat we talk about the different types of tax concessions available to Australian property owners and whether Australian expats eligible for any of them.The Australian property sector is …

Welcome to the eighty first episode of the #Expatchat podcast where we discuss the latest tax and financial issues affecting an #Australianexpat.In today's Expat Chat we talk about the different styles of investing and what may or may not be suitable for you as a expat.Ever since the stock market was invented there has always been a lot of debate a…

Welcome to the eightieth episode of the #Expatchat podcast where we discuss the latest tax and financial issues affecting an #Australianexpat.In today's Expat Chat we talk about exit taxes and how expats are often surprised about these charges when leaving a country.An exit tax is a tax on persons who cease to be tax resident in a country. This oft…

Welcome to the seventy ninth episode of the #Expatchat podcast where we discuss the latest tax and financial issues affecting an #Australianexpat.In today's Expat Chat we talk about whether now is the time for an Australian expat to purchase a property in Australia.With the recent pullback in property we are seeing a lot of property spruikers sayin…

Welcome to the seventy eighth episode of the #Expatchat podcast where we discuss the latest tax and financial issues affecting an #Australianexpat.In today's Expat Chat we talk about what an Australian expat needs to consider when they're looking to return to Australia and would like to sell assets they have accumulated overseas.They say timing is …

Welcome to the seventy seventh episode of the #Expatchat podcast where we discuss the latest tax and financial issues affecting an #Australianexpat.In today's Expat Chat we talk about the sensitive topic of inheritances, both being received by Australian expats as well as when a Australian expat passes away overseas.We are currently in the largest …