902b living, moving or want to retire overseas? investing, super and tax as an Aussie expat

January 14
53 mins

Episode Description

Brett Evans, founder of Atlas Wealth, joins Glen to chat about all things expat! They touch on:


๐Ÿ‘‰๐Ÿผ a little about Brett, his work in the expat space

๐Ÿ‘‰๐Ÿฝ how does tax work while living and working overseas?

๐Ÿ‘‰๐Ÿพ moving to Malta - how does this affect my age pension + tax?

๐Ÿ‘‰๐Ÿฟ if moving overseas for retirement, do you need to keep an Aussie bank account?

๐Ÿ‘‰๐Ÿป living in Singapore but repatriating - sell my investment properties in Australia?

๐Ÿ‘‰ returning to Australia after 25 years, what do I prepare?

๐Ÿ‘‰๐Ÿผ how to prepare a will while living overseas

๐Ÿ‘‰๐Ÿฝ will you lose Centrelink benefits if you move overseas?

๐Ÿ‘‰๐Ÿพ they address a quick listener case study

๐Ÿ‘‰๐Ÿฟ some quick rapid fire expat questions


Check out Brett's book, The Expats Handbook: https://amzn.to/4pGmrsZ

Check out Atlas Wealth: https://atlaswealth.com/au/


Watch money money money on Youtube: https://www.youtube.com/@m3.podcast


Learn how to be a better investor with 'The Quick-Start Guide to Investing' book: https://www.moneypodcast.com.au/store


money money money is proudly supported by Sphere Home Loans and Skye Wealth.

Need a mortgage broker? Check out https://www.spherehomeloans.com.au

Need to review your personal insurances? Head to https://skye.com.au


We hate email spam so we donโ€™t create it! Sign up to our newsletter to get only the valuable money, careers and property info you need.


To get help, and to check out our online courses, books, resources and downloads (+ our disclaimers and warnings), click here.


Any advice is general financial advice only which does not take into account your objectives, financial situation or needs. Because of that, you should consider if the advice is appropriate to you and your needs, before acting on the information. If you do choose to buy a financial product read the product disclosure statement (PDS) and target market determination (TMD) and obtain appropriate financial advice tailored to your needs. SYMO Interactive Pty Ltd & Glen James are authorised representatives of MoneySherpa Pty Ltd which holds financial services licence 451289.

Hosted on Acast. See acast.com/privacy for more information.

See all episodes

Never lose your place, on any device

Create a free account to sync, back up, and get personal recommendations.