Expat Chat Episode 133 - Can An Expat Retire Between Two Countries?


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Feb 16 2025 18 mins   9
Welcome to the one hundred and thirty third episode of the #Expatchat podcasts where we discuss the latest tax and financial issues affecting an #Australianexpat.

In today’s Expat Chat we discuss can Australian expats retire between two countries and if so how can they do it.

Like everything in life the answer is it depends. It depends on where you want to move or retire to, what passports you hold and the type of tax outcome Australian expats are looking for.

A lot of Australian expats will tie themselves in knots trying to find the perfect solution however unfortunately it doesn't exist. There will be a trade off in lifestyle for cost or tax outcomes and its important to itemise what is the most important thing to you and make that your focus.

If a particular country, scenery or location is the important thing then it is important to find the most tax optimised solution to that particular location or jurisdiction. There maybe better tax optimised locations for you however it may not provide the other things that are important to you.

In this episode we run through the following topics:

• Can a Australian expat simply retire anywhere?
• What does an Australian expat need to be aware of when looking to retire in a foreign jurisdiction?
• Why its okay for an Australian expat to be classified as a Australian tax resident when looking to spend time and retire overseas for at least part of the year?

Links that we discussed in this episode include:

• Upcoming events - https://atlaswealth.com/events
• Facebook Group - Australian Expat Financial Forum Facebook Group - https://www.facebook.com/groups/Australianexpatfinancialforum
• Ask Atlas - Have your questions answered on the podcast by clicking this link - https://atlaswealth.com/news-media/australian-expat-podcasts/questions-or-feedback-for-the-expat-podcast/
• Expat Mortgage Podcast - https://atlaswealth.com/news-media/australian-expat-podcasts/expat-mortgage-podcast/

If you like the content make sure you let us know by hitting the thumbs up and subscribing as well as providing some feedback in the comments below.

Atlas Wealth Management is a specialist in providing tax financial planning advice to every Australian #expat.

Whether you are based in Asia, the Middle East, Europe or the Americas, we have the experience in providing wealth management and planning services to the expatriate community.

Atlas Wealth Management was born out of the demand from expats who wanted a financial adviser to help them navigate the tax and financial maze of living abroad as well as assisting them make the most out of their time overseas.

To find out more about Atlas Wealth Management and how we can help Australian expats please go to https://www.atlaswealth.com.

Make sure you connect with us on our respective social media channels:

Facebook: www.facebook.com/atlaswealthmgmt
LinkedIn: www.linkedin.com/company/atlas-wealth-management
Twitter: www.twitter.com/atlaswealthmgmt
Instagram: www.instagram.com/atlaswealthmgmt