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
All content for Expat Chat Podcast is the property of Atlas Wealth Management and is served directly from their servers
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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 149 - The Importance of Wills for Expats
Expat Chat Podcast
18 minutes 37 seconds
2 months ago
Expat Chat Episode 149 - The Importance of Wills for Expats
Welcome to Episode 149 of the #ExpatChat Podcast, where we explore the latest tax and financial issues affecting Australian expats.
In this episode, The Importance of Wills for Expats, Atlas Wealth Managing Directors James Ridley and Brett Evans unpack the complexities of managing your estate while living overseas.
They provide an overview of estate planning for expatriates, including the importance of country-specific wills and the handling of various asset types and beneficiary nominations.
While an international will does not exist, having a will in each country where assets or family members are present is crucial and they addressed common misconceptions, such as the effectiveness of international wills, and encouraged expats to consult professionals for tailored advice.
With a shift in expat perspectives towards longer-term residency this is leading to increased interest in comprehensive estate planning.
Whether you have assets spread all over the world or are just starting your expat wealth creation journey, this episode is packed with key insights to help you stay compliant and protect your wealth.
Links that we discussed in this episode include:
• Upcoming Seminars & Webinars – atlaswealth.com/events
• Facebook Group – Don’t forget to join our Australian Expat Financial Forum Facebook Group – / australianexpatfinancialforum
• Ask Atlas – Have your questions answered on the podcast by clicking this link – atlaswealth.com/news-media/au...
• Expat Mortgage Podcast – atlaswealth.com/news-media/au...
• Weekly Recap Podcast – atlaswealth.com/news-media/au...
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