Expat Chat Episode 179 - End of Financial Year Checklist
About this episode
The episode discusses the essential EOFY tasks Australian expats should complete to optimize their financial outcomes before the financial year ends.
Welcome to the one hundred and seventy ninth episode of the #Expatchat podcast, End of Financial Year Checklist, where we discuss the latest tax and financial issues affecting an #Australianexpat. As the Australian financial year draws to a close, expats have a valuable opportunity to review their tax position, investments, superannuation, insurance, and cross-border arrangements before 30 June. In this episode of Expat Chat, Managing Directors, James Ridley and Brett Evans discuss the key EOFY tasks Australian expats should address to avoid ATO issues and improve their financial outcomes. Key Takeaway: The main message is not just to know the EOFY checklist, but to act on it promptly. Small delays can create bigger problems later, particularly where residency, foreign income, investment disposals, or rental properties are involved. Completing these reviews before the year closes gives you more options, better records, and a smoother tax process. Relevant Links: • Upcoming webinar - US Exit Tax: https://us02web.zoom.us/webinar/register/6017810897348/WN_f4PEmohsTUmZ-KWqVP-C2Q • The Expat's Handbook now available - atlaswealth.com/resources/the-exp…working-overseas/ • Facebook…
More episodes of Expat Chat Podcast
- Expat Chat Episode 178 - Australian Federal Budget Update
- Expat Chat Episode 177 - Australian Federal Budget Wrap Up for Expats
- Expat Chat Episode 176 - Australian Expat Q and A from the Facebook Group
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