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 155 - Answering Australian Expat Questions
Expat Chat Podcast
23 minutes 13 seconds
1 month ago
Expat Chat Episode 155 - Answering Australian Expat Questions
Welcome to the one hundred fifty fifth episode of the #ExpatChat podcast, where we explore the latest tax and financial issues affecting #AustralianExpats. In this episode, Atlas Wealth Group’s Managing Directors, Brett Evans and James Harper host a discussion on Answering Australian Expat Financial Questions. Specifically, they review questions from Facebook group, "Australian Expat Financial Forum".
Throughout the episode, Brett & James cover key topics such as mortgage options for expats, forward exchange rate locks, brokerage accounts for global ETFs, medical insurance, and US tax implications for superannuation. They also provide clear guidance for expats navigating these financial matters, noting that most questions can be addressed directly with practical advice.
Whether you’re a new or seasoned Australian expat, this episode delivers insights and tips to help you manage your finances confidently across borders.
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 enjoy the content, make sure you let us know by hitting the thumbs up and subscribing. Additionally, feel free to provide some feedback in the comments below.
The Atlas Wealth Group was established to meet the growing demand from Australian expats for professional guidance. In particular, we are specialists in providing tax, financial planning, wealth management and mortgage services to every Australian expat. Moreover, whether you are based in Asia, the Middle East, Europe or the Americas, we have the experience to provide essential financial services to the expatriate community.
To find out more about Atlas Wealth Group visit www.atlaswealth.com, or to receive tailored information for your personal situation.
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