Money Side Up

Join co-hosts Jarrad Brown and Joel Kerin in Episode 6 of the Money Side Up podcast, where they dive into the critical topic of estate planning for Australian expats. This episode features a comprehensive overview of the latest Australian Budget highlights and effective end-of-financial-year strategies for both expats and residents.

Special guest Gerard Basha from Bartier Perry Pty Ltd, an Accredited Specialist in Wills and Estates Law, shares his expertise on navigating estate planning complexities. Highlights of the discussion include:

• The importance of estate planning for both residents and expats.
• Ensuring the legal validity of wills across multiple countries.
• Key tax implications for expat estate planning.
• The role of superannuation in an expat's estate plan.
• Managing properties and digital assets in multiple countries.
• Common pitfalls in estate planning and how to avoid them.

Tune in for this insightful conversation to ensure you’re well-prepared and informed about the nuances of estate planning as an Australian expat.

Listen now on all major podcast platforms and follow us on social media @MoneySideUp for updates and more financial tips for Aussies worldwide.

Connect with Us:

• Website: https://moneysideup.com.au
• Facebook: https://www.facebook.com/moneysideup
• LinkedIn: https://www.linkedin.com/company/moneysideup
• YouTube: https://www.youtube.com/@MoneySideUpPodcast

Subscribe & Listen:

• Available on all major podcast platforms: Spotify, Apple Podcasts, and more.

Feedback & Questions:

• We'd love to hear from you! Whether you have a question for us, or just want to drop us a note - reach out at [email protected]

Disclaimer:

• The content of this podcast is for informational and entertainment purposes only and should not be considered as financial advice. Always seek professional advice from a licensed financial adviser or tax agent for your personal financial matters.

Support Us:

• If you enjoyed this episode, please leave us a 5-star rating and review on your preferred podcast platform. It really helps us reach more Aussies around the world!

Upcoming Episode:

• Don’t miss our next episode where we're interviewing an excellent guest, and covering the latest need to know personal finance information for Australians at home and abroad. Stay tuned!

In this enlightening episode of Money Side Up, Jarrad Brown and Will Cant sit down with Matthew Marcarian, a leading tax expert specialising in the needs of Australian expats across the globe, particularly those living and working in Singapore and the region.

Join us as we dive deep into crucial topics that every Australian expat should be aware of, including:

• Understanding Tax Residency: Learn about the rules and implications of tax residency status for Australian expats in Singapore.
• Common Tax Traps: Discover the common pitfalls that Australian expats often encounter and how to avoid them to ensure compliance and optimise your tax position.
• Tax Obligations in Singapore: Get insights into the tax obligations you have while living in Singapore, including income tax, CPF contributions, and other financial considerations.
• Effective Tax Planning: Explore strategies for effective tax planning while living abroad to minimise your tax burden both in Singapore and back in Australia.
• Preparing for Repatriation: Understand the steps you need to take to plan your eventual return to Australia, ensuring a smooth transition and minimising any tax surprises.

Matthew shares his wealth of knowledge and insights, providing listeners with the tools they need to navigate the complexities of living and working as an Australian expat in Singapore. This episode is packed with valuable information to help you make informed decisions and avoid costly mistakes.

Listen now on all major podcast platforms and follow us on social media @MoneySideUp for updates and more financial tips for Aussies worldwide.

Connect with Us:

• Website: https://moneysideup.com.au
• Facebook: https://www.facebook.com/moneysideup
• LinkedIn: https://www.linkedin.com/company/moneysideup
• YouTube: https://www.youtube.com/@MoneySideUpPodcast

Subscribe & Listen:

• Available on all major podcast platforms: Spotify, Apple Podcasts, and more.

Feedback & Questions:

• We'd love to hear from you! Whether you have a question for us, or just want to drop us a note - reach out at [email protected]

Disclaimer:

• The content of this podcast is for informational and entertainment purposes only and should not be considered as financial advice. Always seek professional advice from a licensed financial adviser or tax agent for your personal financial matters.

Support Us:

• If you enjoyed this episode, please leave us a 5-star rating and review on your preferred podcast platform. It really helps us reach more Aussies around the world!

Upcoming Episode:

• Don’t miss our next episode where we're interviewing an excellent guest, and covering the latest need to know personal finance information for Australians at home and abroad. Stay tuned!

In this essential episode of Money Side Up, we delve into the complex world of US tax obligations for Australian expats with Jason Stoch, Managing Director of Uptrend Advisory. As a Chartered Accountant in Australia and a US CPA, Jason brings a wealth of expertise to the table, making this a must-listen for any Australian living or planning to move to the United States.

Join Jarrad Brown and Will Cant as they uncover crucial insights on:

• The key differences between Australian and US tax systems that expats need to be aware of.
• How US tax residency rules impact Australian expats and the main implications.
• A high-level overview of how income is taxed in the US for Australian expats.
• The importance of understanding double tax agreements and how they prevent double taxation.
• Specific considerations for superannuation and retirement savings, including the treatment of self-managed super funds and industry funds.
• The intricacies of property ownership for Australians living in the US, including tax implications for owning and selling property.
• The impact of state taxes and why it's crucial to understand state-specific rules.
• Common mistakes made by Australian expats and how to avoid them through proper planning.
• Cultural and financial adjustments for Australians moving to the US.

Jason shares valuable case studies and success stories, highlighting the importance of education and proactive planning to avoid costly mistakes. Whether you're an Australian already in the US or planning to move, this episode is packed with insights, tips and traps to help you navigate the complexities of US tax obligations.

Listen now on all major podcast platforms and follow us on social media @MoneySideUp for updates and more financial tips for Aussies worldwide.

Connect with Us:

• Website: https://moneysideup.com.au
• Facebook: https://www.facebook.com/moneysideup
• LinkedIn: https://www.linkedin.com/company/moneysideup
• YouTube: https://www.youtube.com/@MoneySideUpPodcast

Subscribe & Listen:

• Available on all major podcast platforms: Spotify, Apple Podcasts, and more.

Feedback & Questions:

• We'd love to hear from you! Whether you have a question for us, or just want to drop us a note - reach out at [email protected]

Disclaimer:

• The content of this podcast is for informational and entertainment purposes only and should not be considered as financial advice. Always seek professional advice from a licensed financial adviser or tax agent for your personal financial matters.

Support Us:

• If you enjoyed this episode, please leave us a 5-star rating and review on your preferred podcast platform. It really helps us reach more Aussies around the world!

Upcoming Episode:

• Don’t miss our next episode where we're interviewing an excellent guest, and covering the latest need to know personal finance information for Australians at home and abroad. Stay tuned!

In this insightful episode of Money Side Up, we dive into the crucial topic of estate planning for Australian expats with Andrew Ang, a Senior Associate Lawyer at Fortis Law in Singapore. Andrew shares his extensive expertise on the nuances and intricacies of estate planning, ensuring your legacy is protected and your loved ones are taken care of.

Join Jarrad Brown and Joel Kerin as they explore key estate planning considerations, including:

• The fundamentals of estate planning and why it's essential for Australian expats.
• Differences between estate planning laws in Singapore and Australia.
• Cross-border estate planning tips for expats with assets in both countries.
• The importance of having separate wills for assets in different jurisdictions.
• Key documents every expat should have in place, including wills, trusts, and lasting powers of attorney.
• Understanding property ownership forms and their implications for estate planning.
• Practical steps for appointing guardians for your children and ensuring their protection.
• Navigating the complexities of digital assets, including cryptocurrencies, in your estate plan.
• Common mistakes and pitfalls to avoid in estate planning.
• The importance of regularly updating your estate plan to reflect changes in your life circumstances.

Whether you're an Australian expat living abroad or planning to move, this episode is packed with essential information to help you navigate the complexities of estate planning. Don’t miss Andrew's expert insights on securing your legacy and protecting your loved ones.

Connect with Us:

• Website: https://moneysideup.com.au
• Facebook: https://www.facebook.com/moneysideup
• LinkedIn: https://www.linkedin.com/company/moneysideup
• YouTube: https://www.youtube.com/@MoneySideUpPodcast

Subscribe & Listen:

• Available on all major podcast platforms: Spotify, Apple Podcasts, and more.

Feedback & Questions:

• We'd love to hear from you! Whether you have a question for us, or just want to drop us a note - reach out at [email protected]

Disclaimer:

• The content of this podcast is for informational and entertainment purposes only and should not be considered as financial advice. Always seek professional advice from a licensed financial adviser or tax agent for your personal financial matters.

Support Us:

• If you enjoyed this episode, please leave us a 5-star rating and review on your preferred podcast platform. It really helps us reach more Aussies around the world!

Upcoming Episode:

• Don’t miss our next episode where we're interviewing an excellent guest, and covering the latest need to know personal finance information for Australians at home and abroad. Stay tuned!

In this episode of Money Side Up, we dive into the complex world of expat tax planning with Bradley Murphy, a seasoned Australian tax expert. With over 15 years of experience across Australia, London, and the US, Brad brings invaluable insights into the intricacies of tax residency, tax obligations for Australian expats, and the potential impact of proposed tax changes.

Brad and our hosts, Jarrad Brown and Joel Kerin, discuss key topics including:

• The basics of tax residency and its implications for expats.
• Differences between being a tax resident and a non-tax resident of Australia.
• Common misconceptions and mistakes expats make regarding tax residency.
• The proposed 45-day rule and its potential impact on Australian expats.
• Important steps and documentation needed to exit the Australian tax system.
• The interplay between tax planning and broader financial planning for expats.

Whether you’re an Australian living abroad or considering a move, this episode provides essential information to help you navigate your tax obligations and make informed financial decisions. Don’t miss Brad’s expert insights on avoiding common pitfalls and maximising your expat experience.

Listen now on all major podcast platforms and follow us on social media @MoneySideUp for updates and more financial tips for Aussies worldwide.

Connect with Us:

• Website: https://moneysideup.com.au
• Facebook: https://www.facebook.com/moneysideup
• LinkedIn: https://www.linkedin.com/company/moneysideup
• YouTube: https://www.youtube.com/@MoneySideUpPodcast

Subscribe & Listen:

• Available on all major podcast platforms: Spotify, Apple Podcasts, and more.

Feedback & Questions:

• We'd love to hear from you! Whether you have a question for us, or just want to drop us a note - reach out at [email protected]

Disclaimer:

• The content of this podcast is for informational and entertainment purposes only and should not be considered as financial advice. Always seek professional advice from a licensed financial adviser or tax agent for your personal financial matters.

Support Us:

• If you enjoyed this episode, please leave us a 5-star rating and review on your preferred podcast platform. It really helps us reach more Aussies around the world!

Upcoming Episode:

• Don’t miss our next episode where we're interviewing an excellent guest, and covering the latest need to know personal finance information for Australians at home and abroad. Stay tuned!