Episode 16 - New Financial Year Planning in the US

Welcome to Episode 16 of the Money Side Up podcast where we explore all things personal finance for Australians at home and across the globe.We recorded this one in February, prior to the RBA meeting and at the time tariffs were first introduced. Markets are on edge again, and we kick off this episode by unpacking what Trump’s latest tariff threats could mean for: → Bond markets and inflation → The strength of the US dollar → Equity markets and global manufacturers → Your portfolio allocationsWe also track the latest RBA interest rate expectations, with markets pricing in a 95% chance of a cut in February. What does that mean for Australian expats managing mortgages and investment decisions?Then, we’re joined by Noelle Abella, a US tax specialist, to explore one of the most complex areas for expats: navigating taxes between Australia and the United States.We cover: → Dual tax reporting requirements → Super vs 401(k)s – how both are treated under US tax law → FBAR, FATCA, PFICs, and how to stay compliant → Foreign Earned Income Exclusion vs Foreign Tax Credit → Exchange rates, estate tax traps, and smart planning tips → How expats can catch up on missed filings without harsh penaltiesIf you're an Aussie in the US or an American in Australia, this episode is packed with clarity, compliance tips, and proactive strategies.🎧 Listen now to stay ahead of global markets and global tax.#MoneySideUp #TrumpTariffs #ExpatTax #AustralianExpats #USTaxation #Superannuation #FBAR #FATCA #USAustraliaTaxTreaty Connect with Us:Website: https://moneysideup.com.auFacebook:  https://www.facebook.com/moneysideupLinkedIn: https://www.linkedin.com/company/moneysideupYouTube: https://www.youtube.com/@MoneySideUpPodcastSubscribe & Listen:Available on all major podcast platforms: Spotify, Apple Podcasts, and more.Feedback & Questions:We'd love to hear from you! Whether you have a question for us, or just want to drop us a note - reach out at [email protected]:The content of this podcast is for informational and entertainment purposes only and should not be considered as financial advice. Always seek professional advice from a licensed financial adviser or tax agent for your personal financial matters.Support Us:If you enjoyed this episode, please leave us a 5-star rating and review on your preferred podcast platform. It really helps us reach more Aussies around the world!Upcoming Episode:Don’t miss our next episode where we're interviewing an excellent guest, and covering the latest need to know personal finance information for Australians at home and abroad. Stay tuned!