Expat Chat Episode 170 - Q&A with Martin Jack

About this episode

James Ridley and Martin Jack answer common financial questions faced by Australian expats.

In this belated episode one hundred seventieth of #ExpatChat, James Ridley (Managing Director, APAC) and Martin Jack (Financial Planner) answer some of the most common questions from the Australian Expat Financial Forum. The discussion covers key issues facing Australian expats, including capital gains tax considerations on property while non-resident, the importance of timing asset sales, and the implications of accessing superannuation early while living overseas—particularly in jurisdictions like the US. They also break down what it means to be a non-resident for tax purposes, when to trigger this status, and the complexities of running an SMSF while abroad. A practical Q&A episode designed to help expats navigate complex cross-border financial decisions with greater clarity. Relevant Links: • Upcoming Singapore Masterclass event - www.eventbrite.com.au/e/singapore-ma…ff=SocialMedia • The Expat's Handbook available for pre-order - atlaswealth.com/resources/the-exp…working-overseas/ • Facebook Group – Join the Australian Expat Financial Forum: facebook.com/groups/AustralianExpatFinancialForum • Ask Atlas – Submit your questions for the podcast…

People in this episode

Host: James Ridley

Guest: Martin Jack

Topics covered

• Australian expats
• financial planning
• capital gains tax
• superannuation
• cross-border financial decisions

Keywords

• expat finance
• capital gains tax
• superannuation
• non-resident tax
• SMSF

Mentioned in this episode

Organizations: Australian Expat Financial Forum, Atlas Wealth Management

Places: Australia, US

More episodes of Expat Chat Podcast

• Expat Chat Episode 179 - End of Financial Year Checklist · June 12, 2026 · 18 min
• Expat Chat Episode 178 - Australian Federal Budget Update · June 5, 2026 · 15 min
• Expat Chat Episode 177 - Australian Federal Budget Wrap Up for Expats · May 22, 2026 · 24 min
• Expat Chat Episode 176 - Australian Expat Q and A from the Facebook Group · May 15, 2026 · 20 min
• Expat Chat Episode 175 - Managing Your Money During Turbulent Times · May 1, 2026 · 24 min
• Expat Chat Episode 174 - The Swiss Pension System & How it Works with Australian Expats · April 17, 2026 · 23 min