the expat's handbook: super, shares, tax & coming home with Brett Evans (ep923)

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 James 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: 08:24 - paying HELP debt on overseas income 13:35 - repatriating after many years overseas (US citizens vs non-US) 20:52 - managing tax obligations whilst overseas 25:07 - managing super and international pensions 35:28 - investing, contributing to super & holding life insurance as an expat 48:42 - setting up a new super account and TFN whilst abroad 50:23 - retiring in another country and tax on account-based pensions 54:40 - choosing which country to be a tax resident of 57:27 - visa and money requirements for different countries 59:30 - managing currency risk when moving retirement money between countries Brett's book, The Expat's Handbook is available here: https://amzn.to/4uOKlWt #AustralianExpat #ExpatFinance #MoneyMoneyMoney #ExpatTax #AussieAbroad #SuperFund #ATOAustralia #FinancialAdvice #ExpatLife #HECSDebt Want to be a guest on the show? Apply here! https://www.moneypodcast.com.au/apply... money money money is proudly brought to you by Sphere Home Loans. No matter where you are in Australia, their team is ready to assist with your mortgage needs—whether you're purchasing a home, investing in property, or looking to refinance. Sphere Home Loans: https://www.spherehomeloans.com.au/ Need a system to manage your money? Check out the free Glen James Spending Plan here: https://education.moneypodcast.com.au... This 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. #personalfinance #money #investing #property #retirearly Intro theme: "Coal" by Hartley Licensed via Shutterstock Music – royalty-free, commercial use permitted. Community Segment Theme: "Tuscan" by Geoffrey Jerrell Licensed via Shutterstock Music – royalty-free, commercial use permitted. Midroll Segment: "Sunset Paradise (Pop)" by Monument_Music Licensed via Pixabay Music – royalty-free for commercial use. Outro Music: "Photograph" by nomaBeats Licensed via Pixabay Music – royalty-free for commercial use. No copyright infringement intended. All music used under appropriate commercial licences.