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Content provided by Expat Chat Podcast and Atlas Wealth Management. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Expat Chat Podcast and Atlas Wealth Management or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://podcastplayer.com/legal.
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Expat Chat Episode 135 - Q&A With Dubai Based Financial Planner Adam Prentice
Manage episode 468851812 series 1435529
Content provided by Expat Chat Podcast and Atlas Wealth Management. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Expat Chat Podcast and Atlas Wealth Management or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://podcastplayer.com/legal.
Welcome to the one hundred and thirty fifth episode of the #Expatchat podcasts where we discuss the latest tax and financial issues affecting an #Australianexpat. In today’s Expat Chat James and Adam run through some questions Australian expats have asked in our Australian Expat Financial Forum Facebook Group. In this episode we run through the following questions that were asked: • What are the risks for an Australian expat leaving large amounts of cash in the bank whilst living in the Middle East? • What are the tax considerations when a expat opens a bank account in Australia? • What is the latest update on the proposed changes to the tax residency rules? • If an Australian expat were to permanently leave the US what exit taxes are they up for and does the HEART tax act apply to them? • Are there any different strategies and taxes to consider when you hold a Australian life insurance and endowment policies? • What is the K3 event and how does it affect Australian expats when inheriting assets from an estate? Links that we discussed in this episode include: • Upcoming events - https://atlaswealth.com/events • Facebook Group - Australian Expat Financial Forum Facebook Group - https://www.facebook.com/groups/Australianexpatfinancialforum • Ask Atlas - Have your questions answered on the podcast by clicking this link - https://atlaswealth.com/news-media/australian-expat-podcasts/questions-or-feedback-for-the-expat-podcast/ • Expat Mortgage Podcast - https://atlaswealth.com/news-media/australian-expat-podcasts/expat-mortgage-podcast/ If you like the content make sure you let us know by hitting the thumbs up and subscribing as well as providing some feedback in the comments below. 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
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155 episodes
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Manage episode 468851812 series 1435529
Content provided by Expat Chat Podcast and Atlas Wealth Management. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Expat Chat Podcast and Atlas Wealth Management or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://podcastplayer.com/legal.
Welcome to the one hundred and thirty fifth episode of the #Expatchat podcasts where we discuss the latest tax and financial issues affecting an #Australianexpat. In today’s Expat Chat James and Adam run through some questions Australian expats have asked in our Australian Expat Financial Forum Facebook Group. In this episode we run through the following questions that were asked: • What are the risks for an Australian expat leaving large amounts of cash in the bank whilst living in the Middle East? • What are the tax considerations when a expat opens a bank account in Australia? • What is the latest update on the proposed changes to the tax residency rules? • If an Australian expat were to permanently leave the US what exit taxes are they up for and does the HEART tax act apply to them? • Are there any different strategies and taxes to consider when you hold a Australian life insurance and endowment policies? • What is the K3 event and how does it affect Australian expats when inheriting assets from an estate? Links that we discussed in this episode include: • Upcoming events - https://atlaswealth.com/events • Facebook Group - Australian Expat Financial Forum Facebook Group - https://www.facebook.com/groups/Australianexpatfinancialforum • Ask Atlas - Have your questions answered on the podcast by clicking this link - https://atlaswealth.com/news-media/australian-expat-podcasts/questions-or-feedback-for-the-expat-podcast/ • Expat Mortgage Podcast - https://atlaswealth.com/news-media/australian-expat-podcasts/expat-mortgage-podcast/ If you like the content make sure you let us know by hitting the thumbs up and subscribing as well as providing some feedback in the comments below. 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
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The Partnership Economy explores the power of partnerships through candid conversations and stories with industry leaders. Our hosts, David A. Yovanno, CEO and Todd Crawford, Co-founder, of impact.com, unpack the future of partnerships as a lever for scale and an opportunity to put the consumer first.
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