923 the expat's handbook: super, shares, tax & coming home with Brett Evans

About this episode

Glen James interviews Brett Evans about financial considerations for expats, including tax, superannuation, and investing while living overseas.

Learn to invest with our award-winning investing book, The Quick-Start Guide to Investing: https://www.investingbook.com.au/ Living overseas or thinking about it? In this episode Glen is joined by Brett Evans, financial adviser & managing director at Atlas Wealth to answer all your money questions. Brett also shares about what life has been like for him and his family during the Middle East conflict. They cover: 👉🏼 paying HELP debt on overseas income 👉🏽 repatriating after many years overseas (US citizens vs non-US) 👉🏾 managing tax obligations whilst overseas 👉🏿 managing super and international pensions 👉🏻 investing, contributing to super & holding life insurance as an expat 👉 setting up a new super account and TFN whilst abroad 👉🏼 retiring in another country and tax on account-based pensions 👉🏽 choosing which country to be a tax resident of 👉🏾 visa and money requirements for different countries 👉🏿 managing currency risk when moving retirement money between countries Brett's book, The Expat's Handbook is available here: https://amzn.to/4uOKlWt money money money is proudly supported by Sphere Home Loans and Skye Wealth. Need a mortgage broker? Check out…

People in this episode

Host: Glen James

Guest: Brett Evans

Topics covered

• expat finance
• investing
• tax obligations
• superannuation
• currency risk
• repatriation

Keywords

• expat
• finance
• tax
• superannuation
• investing
• repatriation
• currency risk
• HELP debt

Sponsors

Sphere Home Loans, Skye Wealth

Mentioned in this episode

Organizations: Atlas Wealth

Products: The Expat's Handbook, The Quick-Start Guide to Investing

Places: Middle East, US

More episodes of money money money

• 923b wwgd: what to do when you're uninsurable + moving back to a region · June 10, 2026 · 53 min
• 922b wwgd: getting cashed up in Melbourne before a big country move · June 3, 2026 · 50 min
• your tax questions answered: what to do before 30 June · June 3, 2026 · 52 min
• 922 mortgage freedom, property spruikers, neighbour fence disputes + more · June 1, 2026 · 50 min
• The Australian Government 5% Deposit Scheme & The Help To Buy Scheme · May 29, 2026 · 33 min
• 921b wwgd: should we upgrade the car with our car allowances? · May 27, 2026 · 58 min