
Expat Chat Podcast
Expat Chat Episode 191 - Australian Expat Tax, Investing and Currency QandA
Expat Chat Episode 191: Australian Expat Tax, Investing and Currency Q&A Welcome to Episode 191 of the #ExpatChat podcast. Managing Directors, Brett Evans and James Ridley answer listener questions on the issues shaping Australian expat finances this quarter in "Australian Expat Tax, Investing and Currency Q&A". They cover which banks are still accepting expat clients as HSBC Australia winds down its accounts, how to compare providers and timing when transferring money internationally, and the capital gains tax treatment for a property bought as a non-resident and later sold after moving home. The conversation also unpacks the 2027 capital gains tax changes affecting shares, ETFs and managed funds, whether a pre-emptive asset valuation is worthwhile, and the proposed changes to discretionary trust taxation currently before government. Relevant Links: • Upcoming events and webinars - atlaswealth.com/events/ • Facebook Group – Join the Australian Expat Financial Forum: facebook.com/groups/AustralianExpatFinancialForum • Expat Mortgage Podcast – atlaswealth.com/news-media/austra…-mortgage-podcast • Weekly Recap Podcast – atlaswealth.com/news-media/atlas-…kly-recap-podcast If you enjoy the content, let us know by giving the episode a thumbs up and subscribing. Feel free to share your feedback or questions in the comments below. About Atlas Wealth Group: Atlas Wealth Group was established to meet the growing demand from Australian expats for professional financial guidance. We specialise in providing tax, financial planning, wealth management, and mortgage services to Australian expats around the world. Whether you’re based in Asia, the Middle East, Europe, or the Americas, our team has the expertise to help you manage your global financial journey. To learn more, visit www.atlaswealth.com Connect with us: Facebook: www.facebook.com/atlaswealthmgmt LinkedIn: www.linkedin.com/company/atlas-wealth-management X: www.x.com/atlaswealthmgmt Instagram: www.instagram.com/atlaswealthgroup Youtube: www.youtube.com/atlaswealthmgmt

