923 the expat's handbook: super, shares, tax & coming home with Brett Evans

Learn to invest with our award-winning investing book, The Quick-Start Guide to Investing: https://www.investingbook.com.au/Living overseas or thinking about it? In this episode Glen is joined by Brett Evans, financial adviser & managing director at Atlas Wealth to answer all your money questions. Brett also shares about what life has been like for him and his family during the Middle East conflict. They cover:👉🏼 paying HELP debt on overseas income👉🏽 repatriating after many years overseas (US citizens vs non-US)👉🏾 managing tax obligations whilst overseas👉🏿 managing super and international pensions👉🏻 investing, contributing to super & holding life insurance as an expat👉 setting up a new super account and TFN whilst abroad👉🏼 retiring in another country and tax on account-based pensions👉🏽 choosing which country to be a tax resident of👉🏾 visa and money requirements for different countries👉🏿 managing currency risk when moving retirement money between countriesBrett's book, The Expat's Handbook is available here: https://amzn.to/4uOKlWtmoney money money is proudly supported by Sphere Home Loans and Skye Wealth.Need a mortgage broker? Check out https://www.spherehomeloans.com.auNeed to review your personal insurances? Head to https://skye.com.auApply to be a guest! https://www.moneypodcast.com.au/apply-to-come-on-the-show🏡 Join our Facebook community: https://bit.ly/m3fbgroupWatch us on Youtube: https://www.youtube.com/@m3.podcastCheck out all our show resources: https://www.moneypodcast.com.au/mmmshownotesThis content is for education and entertainment purposes only and is intended for Australian residents. It is not a substitute for professional financial, tax or legal advice. Any advice provided is general financial advice only, which does not take into account your objectives, financial situation or needs.You should consider whether the advice is appropriate for your circumstances before acting on it. If you choose to buy a financial product, read the relevant product disclosure statement (PDS) and target market determination (TMD), and seek personal advice from a licensed adviser. We may discuss products, services or listener questions within our content for illustration and entertainment purposes. It is impossible to provide personal advice in this format, as we don’t know your individual financial situation. We may also change the names of questioners for privacy. While we do our best to provide accurate information, we accept no responsibility for any inaccuracies. Guest opinions are theirs and their respective licence holders. SYMO Interactive Pty Ltd and Glen James are authorised representatives of MoneySherpa Pty Ltd, which holds Australian Financial Services Licence 451289. Please read our Financial Services Guide at moneypodcast.com.au. Hosted on Acast. See acast.com/privacy for more information.