Welcome to the one hundred and sixty-fourth episode of the #ExpatChat podcast and our final episode for 2025. In this end of 2025 wrap up, Atlas Wealth Group Managing Directors Brett Evans and James Ridley reflect on the key events that shaped the year and what Australian expats should be aware of heading into 2026.
Brett and James discuss the impact of ongoing geopolitical tensions involving Trump, and why 2026 may see markets shift from broad macroeconomic themes to a greater focus on company performance. They also explore Australia’s productivity challenges, the role of technology in closing the gap, and expectations for a more stable global market environment.
The episode addresses misinformation around proposed tax legislation, and looks ahead to the May 2026 Australian Federal Budget, due to potential policy changes flagged by the Prime Minister. Brett and James also share that 2026 will be a big year for Atlas Wealth Group, with several new initiatives planned and an expanded presence across more cities globally to better support Australian expats.
The discussion concludes with news of the launch of The Expat’s Handbook, the first book by Atlas Wealth Group’s Founder and Managing Director, Brett Evans, along with a reminder of the firm’s Christmas office closure.
Tune in for a clear, practical end of 2025 wrap up to help Australian expats start 2026 informed and prepared.
Links discussed in this episode:
• The Expat's Handbook available for pre-order - https://www.amazon.com/Expats-Handbook-Brett-Evans/dp/1394414544
• 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
Youtube: www.youtube.com/atlaswealthmgmt
All content for Expat Chat Podcast is the property of Atlas Wealth Management and is served directly from their servers
with no modification, redirects, or rehosting. The podcast is not affiliated with or endorsed by Podjoint in any way.
Welcome to the one hundred and sixty-fourth episode of the #ExpatChat podcast and our final episode for 2025. In this end of 2025 wrap up, Atlas Wealth Group Managing Directors Brett Evans and James Ridley reflect on the key events that shaped the year and what Australian expats should be aware of heading into 2026.
Brett and James discuss the impact of ongoing geopolitical tensions involving Trump, and why 2026 may see markets shift from broad macroeconomic themes to a greater focus on company performance. They also explore Australia’s productivity challenges, the role of technology in closing the gap, and expectations for a more stable global market environment.
The episode addresses misinformation around proposed tax legislation, and looks ahead to the May 2026 Australian Federal Budget, due to potential policy changes flagged by the Prime Minister. Brett and James also share that 2026 will be a big year for Atlas Wealth Group, with several new initiatives planned and an expanded presence across more cities globally to better support Australian expats.
The discussion concludes with news of the launch of The Expat’s Handbook, the first book by Atlas Wealth Group’s Founder and Managing Director, Brett Evans, along with a reminder of the firm’s Christmas office closure.
Tune in for a clear, practical end of 2025 wrap up to help Australian expats start 2026 informed and prepared.
Links discussed in this episode:
• The Expat's Handbook available for pre-order - https://www.amazon.com/Expats-Handbook-Brett-Evans/dp/1394414544
• 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
Youtube: www.youtube.com/atlaswealthmgmt
Expat Chat Episode 148 - Expat Dos and Donts for SMSFs
Expat Chat Podcast
15 minutes 43 seconds
5 months ago
Expat Chat Episode 148 - Expat Dos and Donts for SMSFs
Welcome to Episode 148 of the #ExpatChat Podcast, where we explore the latest tax and financial issues affecting Australian expats. In this episode, Expat Do’s and Don’ts for SMSFs, Atlas Wealth Managing Directors James Ridley and Brett Evans unpack the complexities of managing Self-Managed Superannuation Funds (SMSFs) while living overseas.
They provide an overview of the legal, financial, and compliance responsibilities SMSF trustees face abroad—highlighting how to avoid costly penalties and potential fund disqualification.
A key focus is on the “central management and control” rule and its role in determining SMSF residency status. James and Brett breakdown the 183-day rule, the distinction between temporary absences and permanent relocations, and what happens when trustees move overseas.
You’ll also hear about strategies to maintain compliance, such as appointing a Power of Attorney or converting to a small APRA fund. Real-life scenarios illustrate how different choices impact compliance and tax outcomes, reinforcing the need for expert planning before relocating.
Whether you're currently managing an SMSF overseas or considering a move, this episode is packed with key insights to help you stay compliant and protect your retirement 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 and sixty-fourth episode of the #ExpatChat podcast and our final episode for 2025. In this end of 2025 wrap up, Atlas Wealth Group Managing Directors Brett Evans and James Ridley reflect on the key events that shaped the year and what Australian expats should be aware of heading into 2026.
Brett and James discuss the impact of ongoing geopolitical tensions involving Trump, and why 2026 may see markets shift from broad macroeconomic themes to a greater focus on company performance. They also explore Australia’s productivity challenges, the role of technology in closing the gap, and expectations for a more stable global market environment.
The episode addresses misinformation around proposed tax legislation, and looks ahead to the May 2026 Australian Federal Budget, due to potential policy changes flagged by the Prime Minister. Brett and James also share that 2026 will be a big year for Atlas Wealth Group, with several new initiatives planned and an expanded presence across more cities globally to better support Australian expats.
The discussion concludes with news of the launch of The Expat’s Handbook, the first book by Atlas Wealth Group’s Founder and Managing Director, Brett Evans, along with a reminder of the firm’s Christmas office closure.
Tune in for a clear, practical end of 2025 wrap up to help Australian expats start 2026 informed and prepared.
Links discussed in this episode:
• The Expat's Handbook available for pre-order - https://www.amazon.com/Expats-Handbook-Brett-Evans/dp/1394414544
• 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
Youtube: www.youtube.com/atlaswealthmgmt
