Expat Chat Episode 97 - Retiring Overseas and Accessing your Super

Поделиться
HTML-код
  • Опубликовано: 25 ноя 2024
  • Welcome to the ninety seventh episode of the #Expatchat podcast where we discuss the latest tax and financial issues affecting an #Australianexpat.
    In today’s Expat Chat we talk about what Australian expats need to consider when they are looking to retire overseas and draw upon their superannuation account as a account based pension (ABP).
    All depending on what country to intend to retire in will depend on whether there will be any local taxes applied to your allocated pension.
    The Australian superannuation system is unique when you compare it to savings plans and pensions around the world and it is one of the reasons why there maybe confusion overseas on whether it should be taxed or not.
    In this episode we run through the following topics:
    • How is super taxed in Australia when you retire?
    • Can a Double Taxation Agreement (DTA) assist or hinder your retirement income?
    • Are Australian government employees treated differently compared to other superannuants?
    Links that we discussed in this episode include:
    • Facebook Group - Don't forget to join our Australian Expat Financial Forum Facebook Group - / australianexpatfinanci...
    • Ask Atlas - Have your questions answered on the podcast by clicking this link - atlaswealth.co...
    • Expat Mortgage Podcast - atlaswealth.co...
    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 www.atlaswealt....
    Make sure you connect with us on our respective social media channels:
    Facebook: atlaswealthmgmt
    LinkedIn: www.linkedin.com/company/atlas-wealth-management
    Twitter: atlaswealthmgmt
    Instagram: atlaswealthmgmt

Комментарии • 4

  • @davidrenshaw8138
    @davidrenshaw8138 Год назад +2

    Good chat, good information, thanks for raising this matter for thought, its important and potentially expensive - good job guys..!!

    • @atlaswealthmgmt
      @atlaswealthmgmt  Год назад

      Glad you enjoyed it! We sinceely enjoy producing this for aussies around the world

  • @scottfree993
    @scottfree993 Год назад +1

    If you depart Australia to live overseas while receiving the aged pension it's probably better to become a tax resident in a country with a favorable tax treaty, if there is one for pension payments.

    • @atlaswealthmgmt
      @atlaswealthmgmt  Год назад

      You are spot on @scottfree993. It really depends on the country you are moving to