About this episode

Brett Evans discusses the tax pitfalls that Australian expats face when moving overseas.

Last episode Dave and Hayden covered the general idea of geographic arbitrage: take your Aussie wealth, live somewhere cheaper, retire sooner. This episode is the technical follow-up, and it's a sobering one. Brett Evans from Atlas Wealth has spent nearly three decades advising Australian expats across 65 countries, and he joins the boys to walk through everything that changes the moment you step on that plane. Fair warning: Hayden reckons it's the most information-dense episode they've published. In this episode we'll discuss: 💸 The main residence trap: why selling the family home while you're a non-resident can mean capital gains tax all the way back to the purchase date, and the six and seven figure bills Brett has seen because of it 💸 Deemed disposal on shares, ETFs and crypto: the one-time election at departure that stops you accruing CGT overseas, why plenty of accountants don't know about it, and the client sitting on a seven-figure bill who found out too late 💸 How Australian tax residency actually works: the resides test, the domicile test, the 183-day test, and why "resident of nowhere" defaults you straight back to being an Australian tax resident 💸 The proposed…

People in this episode

Hosts: Hayden Smith, Dave Gow

Guest: Brett Evans

Topics covered

• tax implications for expats
• capital gains tax
• Australian tax residency
• geographic arbitrage
• financial planning for non-residents

Keywords

• tax mistake
• expats
• capital gains tax
• residency rules
• geographic arbitrage
• financial independence

Mentioned in this episode

Organizations: Atlas Wealth

Places: Australia, 65 countries

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