
This episode discusses the unexpected benefits of CGT changes for expats, highlighting a potential tax saving despite new residency rules.
In a follow up of episode 182, James Ridley is joined again by Ben Turner from Atlas Tax to unpack a counterintuitive twist in the new rules. While episode 182 covered the bad news i.e. expats with any period of foreign residency losing access to indexation from 1 July 2027, this episode reveals a quirk that could leave some expats better off than Australians who stayed resident the whole time. Ben explains how the 50% CGT discount, apportioned for periods of non-residency, remains intact even as indexation is stripped away, why this may be an unintended consequence of rushed legislation, and walks through a real example showing just how significant the tax saving could be. The episode wraps with a Q&A on what to watch for as these rules continue to evolve before 2027. Relevant Links: • Upcoming events and webinars - https://atlaswealth.com/events/ • Facebook Group – Join the Australian Expat Financial Forum: facebook.com/groups/AustralianExpatFinancialForum • Expat Mortgage Podcast – atlaswealth.com/news-media/austra…-mortgage-podcast • Weekly Recap Podcast – atlaswealth.com/news-media/atlas-…kly-recap-podcast If you enjoy the content, let us know by giving the episode a thumbs…
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