Welcome to the one hundred fifty-ninth episode of the #ExpatChat podcast, where we explore the latest tax, investment, and financial issues affecting #AustralianExpats. In this episode, Atlas Wealth Group Managing Directors Brett Evans and James Ridley unpack an important topic — How expats can invest for their kids.
Brett highlights the importance of keeping investment strategies simple and tax-efficient for non-residents, while James explains the complexities of Australian tax structures for minors. Together, they encourage expats to finalise their financial plans before the end of the year to start 2026 with a clear, well-structured strategy.
The discussion also explores different account types and investment options available to minors who are non-residents, along with practical tips for long-term planning and compliance.
Links discussed in this episode:
• Upcoming Seminars & Webinars – atlaswealth.com/events
• Facebook Group – Join the Australian Expat Financial Forum: facebook.com/groups/AustralianExpatFinancialForum
• Ask Atlas – Submit your questions for the podcast: atlaswealth.com/news-media/austra…ian-expat-podcast
• 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
Twitter: www.twitter.com/atlaswealthmgmt
Instagram: www.instagram.com/atlaswealthgroup
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Welcome to the one hundred fifty-ninth episode of the #ExpatChat podcast, where we explore the latest tax, investment, and financial issues affecting #AustralianExpats. In this episode, Atlas Wealth Group Managing Directors Brett Evans and James Ridley unpack an important topic — How expats can invest for their kids.
Brett highlights the importance of keeping investment strategies simple and tax-efficient for non-residents, while James explains the complexities of Australian tax structures for minors. Together, they encourage expats to finalise their financial plans before the end of the year to start 2026 with a clear, well-structured strategy.
The discussion also explores different account types and investment options available to minors who are non-residents, along with practical tips for long-term planning and compliance.
Links discussed in this episode:
• Upcoming Seminars & Webinars – atlaswealth.com/events
• Facebook Group – Join the Australian Expat Financial Forum: facebook.com/groups/AustralianExpatFinancialForum
• Ask Atlas – Submit your questions for the podcast: atlaswealth.com/news-media/austra…ian-expat-podcast
• 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
Twitter: www.twitter.com/atlaswealthmgmt
Instagram: www.instagram.com/atlaswealthgroup
Expat Chat Episode 146 - Expats Managing Compensation Schemes
Welcome to the one hundred and forty sixth episode of the #Expatchat podcasts, where we discuss the latest tax and financial issues affecting an #Australianexpat. In this episode, Atlas Wealth Managing Directors, James Ridley and Brett Evens dive deep into the complexities of equity compensation—a critical topic for globally mobile professionals. From Restricted Stock Units (RSUs) and stock options to Employee Share Purchase Plans (ESPPs), they unpack the tax implications, risks, and strategies every expat should know when navigating company equity abroad.
James breaks down why RSUs are often dubbed "Golden Handcuffs," explores how they're taxed in different jurisdictions (with a spotlight on the U.S.), and why tax withholding may not be enough. The duo also highlights timing, vesting schedules, and diversification as key pillars of managing equity wealth, especially for those in tech or with concentrated stock exposure.
Whether you're dealing with complex tax rules, wondering when to sell your shares, or trying to reduce your financial exposure to one company, this episode offers valuable insights.
Key Topics Covered:
- RSU taxation across borders
- Stock options vs. RSUs vs. ESPPs
- Risks of holding too much company stock
- Diversification strategies and tax efficiency
- Currency considerations (USD weakness and global exposure)
If you're an expat with equity on your payslip, this one’s for you. Tune in and take control of your compensation.
Links that we discussed in this episode include:
- Upcoming Seminars & Webinars - https://atlaswealth.com/events
- Facebook Group - Don't forget to join our Australian Expat Financial Forum Facebook Group - https://www.facebook.com/groups/Australianexpatfinancialforum
- Ask Atlas - Have your questions answered on the podcast by clicking this link - https://atlaswealth.com/news-media/australian-expat-podcasts/questions-or-feedback-for-the-expat-podcast/
- Expat Mortgage Podcast - https://atlaswealth.com/news-media/australian-expat-podcasts/expat-mortgage-podcast/
- Weekly Recap Podcast – https://atlaswealth.com/news-media/australian-expat-podcasts/weekly-recap-podcast-4/
If you like the content make sure you let us know by hitting the thumbs up and subscribing. As well as providing some feedback in the comments below.
The Atlas Wealth Group was born out of growing demand from Australian expats seeking professional guidance. We are specialists in providing tax, financial planning, wealth management and mortgage services to every Australian expat. Whether you are based in Asia, the Middle East, Europe or the Americas, we have the experience in providing essential financial services to the expatriate community.
To find out more about the Atlas Wealth Group visit 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/atlaswealthgroup
Expat Chat Podcast
Welcome to the one hundred fifty-ninth episode of the #ExpatChat podcast, where we explore the latest tax, investment, and financial issues affecting #AustralianExpats. In this episode, Atlas Wealth Group Managing Directors Brett Evans and James Ridley unpack an important topic — How expats can invest for their kids.
Brett highlights the importance of keeping investment strategies simple and tax-efficient for non-residents, while James explains the complexities of Australian tax structures for minors. Together, they encourage expats to finalise their financial plans before the end of the year to start 2026 with a clear, well-structured strategy.
The discussion also explores different account types and investment options available to minors who are non-residents, along with practical tips for long-term planning and compliance.
Links discussed in this episode:
• Upcoming Seminars & Webinars – atlaswealth.com/events
• Facebook Group – Join the Australian Expat Financial Forum: facebook.com/groups/AustralianExpatFinancialForum
• Ask Atlas – Submit your questions for the podcast: atlaswealth.com/news-media/austra…ian-expat-podcast
• 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
Twitter: www.twitter.com/atlaswealthmgmt
Instagram: www.instagram.com/atlaswealthgroup