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
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About Atlas Wealth Group:
Atlas Wealth Group was established to meet the growing demand from Australian expats for professional financial guidance. We specialise in providing tax, financial planning, wealth management, and mortgage services to Australian expats around the world. Whether you’re based in Asia, the Middle East, Europe, or the Americas, our team has the expertise to help you manage your global financial journey.
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