Welcome to the one hundred fifty-seventh 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 — When Should an Expat use a Trust.

Brett and James discuss the role of family trusts in financial planning and explain why these structures, while useful for Australian residents, can create unintended tax consequences for expats. They highlight that family trusts are generally treated as Australian tax residents, meaning non-resident expats could face unexpected capital gains tax liabilities when holding shares or assets within a trust.

Whether you’re currently living overseas or planning an international move, this episode offers valuable guidance to help you make informed decisions about structuring and managing your wealth.

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/australian-expat-podcast
• Expat Mortgage Podcast – atlaswealth.com/news-media/australian-expat-mortgage-podcast
• Weekly Recap Podcast – atlaswealth.com/news-media/atlas-weekly-recap-podcast

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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:
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