Welcome to the first episode of the Atlas Weekly Recap presented by Mitchell Kelsey, financial planner at Atlas Wealth Management.

This channel and future episodes are an update of the equity, property and currency markets over the last week as well as a review of what is to come next week which may include economic data releases, interest rate policy announcements and government policy changes.

If you like the content make sure you let us know by hitting the subscribe button and as well as providing some feedback by giving us a review.

Atlas Wealth Management is a specialist in providing tax financial planning advice to every Australian #expat.

Whether you are based in Asia, the Middle East, Europe or the Americas, we have the experience in providing wealth management and planning services to the expatriate community.

Atlas Wealth Management was born out of the demand from expats who wanted a financial adviser to help them navigate the tax and financial maze of living abroad as well as assisting them make the most out of their time overseas.

To find out more about Atlas Wealth Management and how we can help Australian expats please go to https://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/atlaswealthmgmt

Ep 1 - Atlas Weekly Recap - 27th Jan 2023

Downtempo Rework of Route 94's Hit "My Love" Featuring Jess Gylnne.

James Mac: www.facebook.com/jamesmac.dj
VALL: www.facebook.com/pages/VALL/1469480083301017

My Love (Rework) - James Mac & VALL

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

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: https://www.youtube.com/user/atlaswealthmgmt

Expat Chat Episode 157 - When Should an Expat use a Trust

Listen on Spotify: https://open.spotify.com/track/7pHujzt4Naoo4czUgxBQyr
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Collaboration with @andrewapplepie!!
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Blue Applepie (feat. Andrew Applepie)

The Expat Chat Podcast by Atlas Wealth Management, part of the Atlas Wealth Group, is a podcast for Aussie expats living overseas who want to learn more about managing their finances as an expat.

Atlas Wealth Management is a specialist in providing Australian expat financial advice and planning and has been providing these services to Australian expats in over 50 countries

Expat Chat Episode 157 - When Should an Expat use a Trust

Expat Chat Podcast

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