Money Side Up

In this episode, co-hosts Jarrad Brown, Senior Financial Planner for Australian expats based in Singapore, and Joel Kerin, Director of Financial Planning at Ally Wealth, are joined by tax specialist Brad Murphy to unpack the 2026–27 Australian Federal Budget and what it means for Australian expats living abroad.The Budget introduces some of the most significant changes to property taxation, Capital Gains Tax (CGT), and negative gearing in decades. For Australian expats who own property, are planning to invest, or intend to return home in the future, understanding these reforms has never been more important.In this episode, we cover:The latest outlook for Australian interest rates, property markets, and investor activity following the BudgetWhy the changes to negative gearing and CGT could dramatically alter the economics of Australian property ownership for expatsHow the grandfathering of existing property investments may create winners and losers across future generations of investorsThe proposed CGT indexation framework, what it means for long-term investors, and why accurate record-keeping is becoming increasingly importantWhether Australian expats should reconsider the timing of property sales, debt reduction strategies, and return-to-Australia planningHow the Budget has increased the relative attractiveness of superannuation as a long-term wealth-building vehicleCommon planning mistakes expats are already making in response to the reforms, and how to avoid emotional decisionsPractical planning opportunities that may emerge from the changes for current property owners and future investorsThe key areas of uncertainty that remain within the legislation and the challenges of practical implementationThe actions Australian expats should consider now to position themselves for the years aheadWhether you're an Australian expat building wealth overseas, planning your eventual return home, or simply trying to understand how the biggest tax reforms in decades could affect your financial future, this episode provides valuable insights, practical strategies, and expert commentary to help you navigate the changing landscape with confidence.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!

The Australian Federal Budget – What It Means for Aussies at Home and AbroadIn this episode, co-hosts Jarrad Brown, Senior Financial Planner for Australian expats based in Singapore, Joel Kerin and Will Cant, Senior Advisers with Ally Wealth Management, to unpack one of the most significant tax reform budgets we've seen in a generation.This Federal Budget fundamentally changes how wealth is taxed in Australia, particularly for investors, business owners, and high-income earners. Our hosts share their expert insights on what's changing, what it means for your strategy, and how Australians at home and abroad can position themselves for what's coming.In this episode, we cover:An overview of the Budget and the government's intent to rebalance the tax system between workers and investorsThe major shake-up to Capital Gains Tax (CGT) – including the removal of the 50% CGT discount, the introduction of inflation indexation, and a new 30% minimum tax on capital gains from 1 July 2027Sweeping changes to negative gearing, including grandfathering of existing arrangements, restrictions to newly built properties only, and how losses can (and can't) be offset for established propertiesThe new 30% minimum tax on discretionary trusts proposed to come into effect from 1 July 2028, and what this means for family trust structuresWhy superannuation has been left largely untouched, and why it may become an even more attractive long-term wealth vehicleForward-looking strategies that Australian investors, business owners, and expats should be considering now to stay ahead of the changesWhether you're living in Australia, building wealth as an expat overseas, or planning your return home, this episode delivers the clarity, context, and practical takeaways you need to navigate the new landscape with confidence.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!

Planning Your Move from the US to AustraliaMoving back to Australia from the US isn’t just a relocation.It’s a tax event.In this episode, co-hosts Jarrad Brown and Will Cant are joined by Jason Stoch from Uptrend Advisory to unpack what Australian expats need to understand before making the move home.Because the US doesn’t just let go easily.We cover: → The key tax differences between the US and Australia → Why leaving the US is more complex than most expect → How global taxation continues even after you leave → The US “exit tax” and who it applies to → Common traps when renouncing residency or citizenship → Timing strategies around income, bonuses, and asset sales → How US investments and retirement accounts are treated on return → Where the US–Australia tax treaty helps (and where it doesn’t) → Ongoing reporting obligations and risks if you get it wrongWe also share real client case studies, Australians relocating both to and from Australia, covering what’s worked, what hasn’t, and how far in advance you actually need to plan.If you’re in the US, or thinking about heading back, this is essential listening.Because getting this wrong isn’t just frustrating.It’s expensive.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!

Are you planning to return to Australia..?Thinking about moving back to Australia after living overseas? This episode is a must-listen.Co-hosts Jarrad Brown and Will Cant explore the recent market volatility, oil prices, how we're positioning client portfolios and the outlook for the Australian dollar.We are then joined by special guest Brad Murphy (Murphy Tax) to unpack the financial and tax complexities of returning home as an Australian expat.We cover:→ The current global landscape and what it means for expats→ Currency movements and expat sentiment on returning home→ The biggest tax traps when repatriating to Australia→ Why timing your return can save (or cost) you thousands→ What to do with investments before becoming an Australian tax resident again→ Key considerations for overseas property owners→ Foreign income, bonuses, share schemes, and hidden tax risks→ Moving money back to Australia and reporting obligationsBrad shares real-world insights, including costly mistakes expats make, and how proper planning can lead to significant tax savings.If you’re planning to return in the next few years, this episode will give you a clear roadmap on what to think about now to avoid expensive surprises later.Listen now and get ahead of your move back home.#MoneySideUp #AustralianExpats #Repatriation #FinancialPlanning #TaxPlanning #ExpatLifeConnect 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!

Welcome to the first episode of 2026.In Episode 25, Jarrad Brown and Joel Kerin unpack what’s shaping the financial landscape for Australians at home and abroad as we enter the new year.We dive into the interest rate outlook ahead of upcoming RBA meetings and discuss whether fixing or staying variable makes sense in the current environment. We also cover early 2026 market performance, why volatility can create opportunity, and why now is a smart time to review concentration risk and rebalance portfolios.With the Australian dollar moving sharply against major currencies in recent months, we explore what this means for expats earning, investing and holding assets offshore.To round out the episode, we share a practical Q1 financial checklist. From reviewing savings rates and subscriptions to reassessing lending, superannuation strategies and estate planning, plus key considerations for anyone planning to leave Australia this year.If you want to start 2026 with clarity and control over your finances, this episode is for you.Subscribe to Money Side Up on your favourite podcast platform and follow us @moneysideup for more insights throughout the year.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!

In episode 24 of the podcast, and the final one for 2025, we dive into one of the most overlooked aspects of personal finance - estate planning.This is one of the most important areas of financial planning for Australians living at home and overseas.In this episode of the Money Side Up Podcast, host Jarrad Brown, Senior Financial Planner for Australian expats in Singapore, is joined by Joel Kerin from Ally Wealth Management and Isabelle Marcarian, Principal Solicitor at Safewill Legal, to unpack how estate planning works when your life, family, and assets span multiple countries.Before diving into the legal side, we also step back and explore how Australian expats can complete an annual personal health check of their finances, including practical end of financial year planning considerations in Singapore. This includes reviewing progress against goals and key actions to consider before the Singapore tax year ends.This episode provides a practical, no-nonsense estate planning toolkit designed specifically for Australian expats, whether you’re early in your overseas journey or well established offshore.We cover:Why estate planning matters for expats, and how Australian wills work when you have overseas assetsWhether you need one will or multiple wills across different countries, and how conflicts of law are handledThe roles of executors, powers of attorney, guardianship, and common mistakes expats makeHow superannuation, digital assets, and major life events fit into an effective estate planThis episode is essential listening if you want to stay on top of your finances, protect your family, and ensure your estate plan works for you in Australia and globally.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!

In Episode 23 of the Money Side Up Podcast, we’re diving deep into one of the most misunderstood yet powerful tools available to Australian property investors, depreciation.Jarrad Brown, Senior Financial Planner for Australian expats in Singapore, is joined by co-host Will Cant, Senior Adviser with Ally Wealth Management in NSW. Together, they break down the latest from the RBA, insights into the current crackdown on private credit and what Australian expats need to know.Then they sit down with Tyron Hyde, CEO of Washington Brown and one of Australia’s leading experts in quantity surveying. Tyron brings decades of experience to the table, offering clear, practical insights into how depreciation works, how to maximise claims, and why every investor, at home or abroad, should understand this tax benefit.In this episode, you’ll learn: ✅ What a quantity surveyor actually does, and why investors rely on them ✅ The biggest myths about property depreciation (and which ones need busting) ✅ How depreciation schedules work and how much they can save you ✅ Whether older properties still qualify for meaningful deductions ✅ Capital works vs. plant & equipment, and what investors often get wrong ✅ Recent legislative changes affecting depreciation claims ✅ What expats need to know about claiming depreciation from overseasTyron also shares his personal journey, the story behind Washington Brown, and what the future looks like for the quantity surveying profession as technology reshapes the industry.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!

In this month’s episode of Money Side Up, co-hosts Jarrad Brown and Joel Kerin are joined by special guest Berrin Ongun, Director at Shepherd Asia, to explore what Australian entrepreneurs and expats need to know before setting up a business in Hong Kong.They unpack how Hong Kong’s territorial tax system and low corporate tax rates can benefit Australian business owners, and the key steps involved in incorporation, compliance, and ongoing tax obligations.Whether you’re thinking of launching your first venture overseas or expanding an existing business into Asia, this episode covers everything you need to know about: ✅ The process of registering a company in Hong Kong ✅ Profits tax, audits, and compliance requirements ✅ Banking, payroll, and MPF obligations ✅ Visa options for business owners and employees ✅ Common pitfalls for Australian entrepreneurs abroad ✅ How Shepherd Asia helps simplify the process for expatsPlus, Jarrad and Joel discuss the latest RBA rate update, strengthening of the Australian dollar, and the Home Guarantee Scheme launch- with insights on what it all means for Australian expats managing their finances globally.🎧 Tune in to learn how to take advantage of Hong Kong’s business-friendly environment while staying compliant and financially smart.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!

In this month’s episode of Money Side Up, we cover two big areas every Australian expat should have on their radar.First, we break down the August interest rate cut from the RBA and the latest moves in the Australian dollar. What they mean for expats, investors, and those planning a return home.Then, we shift focus to the Kingdom of Saudi Arabia. Senior Financial Planner Jarrad Brown and Senior Adviser Will Cant sit down with special guest John Scott to unpack what it’s really like to relocate to KSA and start a business from scratch.Inside this episode: ✅ What the RBA rate cut and AUD shifts mean for expats ✅ Life in KSA - the reality of moving, living, and working there ✅ The tax-free environment and its financial planning traps & opportunities ✅ Step-by-step: the process of setting up a business in Saudi Arabia ✅ Banking, currency, and international transfer challenges ✅ Key cultural and business etiquette differences ✅ Lessons learned, surprises faced, and John’s advice for Australian expatsWhether you’re keeping tabs on markets or exploring new opportunities abroad, this episode has insights to help you make better financial decisions.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!

Corporate Tax for Australian Business Owners in SingaporeIn this month’s episode of Money Side Up, we cover three major themes shaping the financial landscape for expats and business owners.We start with a breakdown of Trump’s Big Beautiful Bill and what the latest version means for global remittances, especially for families depending on overseas transfers. Then, we unpack the August rate cut expectations and what they could signal for markets and expats alike.Our feature interview is with Boon Tan from CST Tax, who joins us to discuss everything Australian business owners need to know about setting up and running a business in Singapore. From tax structures and GST requirements to transfer pricing, profit repatriation, and common pitfalls, Boon shares practical insights and strategies to help business owners thrive in one of Asia’s most dynamic markets.In this episode, we explore: → Why Australian business owners choose Singapore as a base → The key legal structures and how the corporate tax system works → Common tax mistakes to avoid and how GST applies → Double tax agreements and their impact on cross-border operations → The implications of profit repatriation and residency requirements → Practical insights and red flags for compliance with Singapore’s IRASWhether you’re an expat entrepreneur, a small business owner, or simply curious about corporate tax in Singapore, this episode is packed with actionable insights and context.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!

Transferring Funds with Wise & Smarter Strategies for ExpatsIn this episode of Money Side Up, we’re diving deep into one of the most common challenges faced by Australians living abroad - transferring money across borders. But that's not all - we're also unpacking the outlook for interest rates in Australia, and the impact of Trump's One Big Beautiful Bill on Australian expats across the globe.Joining hosts Jarrad Brown and Will Cant is special guest Alex Lombardo from Wise, who shares expert insights into what makes Wise different from traditional banks, how their platform keeps costs low, and why it’s become a go-to solution for Australian expats. From hidden fees to multi-currency accounts, to scenarios of being paid your salary directly to your FX account, we cover it all.We also explore:The biggest mistakes expats make when transferring money internationallyHow to manage income, expenses, and investments across multiple currenciesThe future of cross-border banking and paymentsWhether you're living in Singapore, Dubai, the UK, or anywhere else abroad, this episode is packed with value for globally-minded Australians looking to make smarter money moves.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!

In this episode of Money Side Up, co-hosts Jarrad Brown and Joel Kerin return to unpack some of the biggest conversations happening in personal finance, from superannuation tax changes to global pension planning.We kick things off with a timely look at:The RBA’s recent rate cut, and whether another is on the cards for JulyDivision 296: What the proposed “unrealised capital gains tax” inside super really means for high-balance investorsKey strategies to think about as we enter the new financial yearThen we’re joined by special guest Steph Mills, a UK pension transfer expert, for a deep-dive interview on one of the most complex topics facing Aussie expats and returnees:🇬🇧 UK Pension Transfers & QROPS Steph walks us through:Defined benefit vs defined contribution pensionsWhen a transfer to Australia makes sense, and when it doesn’tWhat a QROPS is, and why it’s essentialThe 6-month residency rule, “applicable fund earnings”, and how to avoid unnecessary taxCommon mistakes, traps, and what to look for in an adviserCurrency risks, caps, and what happens if you return to the UK after transferringWhether you’ve got a UK pension, are planning your return to Australia, or want to stay ahead of new tax developments, this episode has something for you.Steph and her team can be contacted at - [email protected]#MoneySideUp #UKPensions #QROPS #Division296 #RBA #AustralianExpats #Superannuation #RetirementPlanning #FinancialStrategy #WealthForExpatsConnect 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!

Welcome back to the Money Side Up Podcast – the go-to resource for Australians across the globe navigating all things personal finance.In this month’s episode, host Jarrad Brown, Senior Financial Planner for Australian expats in Singapore, with co-hosts, Will Cant and Joel Kerin of Ally Wealth Management, dive into two key developments shaping the financial landscape:The RBA Rate Cut Forecast – what’s expected, how it impacts borrowing, investing, and planningThe Australian Election Outcome – and what it means for both residents and expatsThen, we shift gears and dive into a powerful EOFY strategy session. Together, we unpack essential financial strategies to consider before 30 June, including: ✅ Super contributions and salary sacrifice ✅ Family trusts, company structures & bucket companies ✅ Tax planning tips for Australian expats and property investors ✅ Real-world client examples and practical insights ✅ Common EOFY traps to avoidWhether you’re managing assets abroad, running a business, or simply trying to get your finances in order, this episode is packed with timely insights and expert guidance.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!

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!

Welcome to Episode 15 of the Money Side Up podcast - the show for Australians around the globe, diving into all things personal finance, from tax and investing to repatriation and property tips.In this episode, co-hosts Will Cant and Jarrad Brown kick things off with a timely update on what’s moving global equity markets, how Australian expats should be thinking about the current interest rate outlook, and what these shifts mean for your investment strategy while living abroad.Then, we shift gears into our feature topic: relocating to Singapore and navigating the local rental market, something many expats find more complicated than expected. Whether you're moving to Singapore for work, lifestyle, or a new adventure, this episode is packed with practical tips to help you hit the ground running when it comes to renting a home.We’re also joined by the founders of Expat Handovers, who share their expert insights on: ✅ The biggest rental challenges Australian expats face in Singapore ✅ Lease agreements: traps to avoid & what to look for ✅ Unexpected costs, bond protection, and securing a property as a foreigner ✅ What a condition report is — and why it could save you thousands ✅ Tenant rights, lease terms, and how to stand out in a competitive rental marketWhether you're renting for the first time in Singapore or just want to better protect yourself as a tenant, this is a must-listen episode for any Aussie expat in the Lion City.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!

In this episode of the Money Side Up Podcast, we’re diving into the world of property management—what makes a great property manager, common mistakes investors make, and how Australian expats can ensure their rental properties are in the right hands.Co-hosts Jarrad Brown and Will Cant are joining forces to discuss the latest market updates for 2025, interest rate outlook, and the Australian election landscape.Our expert guest this month is Ashleigh Goodchild, a leading voice in the Perth property space and Director of SOCO Realty. With over two decades of experience, Ashleigh has trained property managers across Australia and knows the ins and outs of managing investment properties.We cover:→ How to find and evaluate a great property manager→ Red flags in property management agreements→ The true cost of property management (including hidden fees)→ Market trends and how investors can stay ahead→ Key compliance changes and what landlords must knowIf you own investment property in Australia, especially as an expat managing it from overseas, this episode is packed with valuable insights.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!

We’re kicking off 2025 with a must-listen episode! This marks Episode 13 of the Money Side Up podcast. Whether you're an Aussie expat looking to start a business in Singapore or curious about how markets performed in 2024, this episode has you covered.Co-hosts Joel Kerin and Jarrad Brown break down:✅ 2024 market recap – Best-performing asset classes, property market trends, and top-performing Australian cities✅ 2025 outlook – Key economic trends and investment opportunitiesJoining us on the podcast is our guest, Vijay Sabapathy,, who dives into:✅ The steps to start a company in Singapore✅ Tax obligations, business structures, and compliance essentials✅ Visa options, payroll, and how to avoid common pitfallsWhether you're planning to start a business, invest, or optimise your finances in 2025, this episode has you covered!#MoneySideUp #AustralianExpats #SingaporeBusiness #MarketWrap2024 #PropertyInvestment #2025Outlook #WealthManagementConnect 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!

Welcome to Episode 12 of the Money Side Up Podcast—your go-to show for Australians across the globe looking to stay on top of their personal finances.In today’s episode, Jarrad Brown, Senior Financial Planner for Australian expats in Singapore, is joined by Joel Kerin, Senior Financial Planner with Ally Wealth Management in Perth. Together, they cover the latest updates on:🔹 HECS/HELP forgiveness and what it means for expats🔹 The RBA’s latest rate cut expectations 🔹 The impact of a potential Trump election win But that’s not all—Brendan Harper from Utmost Group joins the show to break down the key changes from the UK Autumn Budget 2024 and their impact on Australian expats living in, or planning to move to, the UK.Here’s what we cover:🔹 Major updates to the non-dom tax regime and the abolition of non-dom status🔹 The new Foreign Income and Gains (FIG) regime and what it means for expats🔹 Changes to Capital Gains Tax (CGT) rates and how they’ll affect property and investments 🔹 Updates to Inheritance Tax (IHT) and strategies to mitigate liabilities🔹 New Stamp Duty rates for second homes and additional properties🔹 Pension planning strategies for expats impacted by these changes🔹 How the Autumn Budget affects retirement planning for Australians in the UKWhether you’re living in the UK, planning a move, or considering property investments abroad, this episode is packed with key insights to help you navigate the latest changes and stay in control of your financial future.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!

Ready to dive into the world of migration to Singapore and all things personal finance for Australian expats? Join us for Episode 11 of Money Side Up, where Jarrad Brown, Senior Financial Planner in Singapore, teams up with Will Cant from Ally Wealth Management in New South Wales to bring you the ultimate guide to navigating life as an Australian expat.In this episode, we unpack key updates like the AUD’s recent moves and what’s happening with negative gearing in the headlines. Plus, we’re joined by special guests Canns & Zoei from Voyage Consultants, immigration experts ready to break down everything you need to know about moving to Singapore or making it your long-term home.From understanding visa options like the Employment Pass, S Pass, and ONE Pass to exploring Permanent Residency strategies, family sponsorships, and even National Service implications for kids, this episode is packed with insights to help you make informed decisions.Key Topics Covered:Why Singapore is a top expat destinationCosts of living and business setup tipsVisa and residency pathways for AustraliansGovernment grants, tax reliefs, and moreImmigration strategies for expats planning to retire abroadDon’t miss out on actionable advice, expert perspectives, and insider tips to navigate the complexities of expat life!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!

Welcome to the Money Side Up Podcast, the go-to personal finance show for Australians around the world. In this tenth episode, your hosts Jarrad Brown, Senior Financial Planner for Australian expats in Singapore, and Will Cant, Senior Financial Planner with Ally Wealth Management in New South Wales, unpack some crucial updates and insights in finance.We kick off with a discussion on the recent Federal Reserve's surprise 0.50% rate cut—the first since the early days of the pandemic. We'll dive into what this  move could mean for markets, why further cuts may be on the horizon, and what signs (or lack thereof) point toward a recession.Next, we’ll check in with the RBA, which has kept rates on hold, and what may be in store for mortgage holders in Australia in future.Then we sit down with Jack Henderson, founder of Henderson Advocacy, Endeavour Build, and Henderson Develop. Jack shares his journey from buying his first property at 18 to building a $35 million portfolio. Tune in as Jack reveals his unique “Flamingo Investment Strategy,” designed to help entrepreneurs and professionals find off-market opportunities and grow their wealth through property investing.Whether you’re looking to understand rate cuts, follow market trends, or level up your property investment game, this episode has something for every expat and Australian property investor!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!

In this episode of Money Side Up, we dive into the latest trends and updates in migration to Australia, focusing on what expats need to know. Join your host, Jarrad Brown, Senior Financial Planner for Australian expats in Singapore, and co-host Will Cant, Senior Financial Planner at Ally Wealth Management, in Australia, as they unpack the current market volatility and its impact on the AUD, USD, and SGD.We also welcome special guest Matthew Garvey, Founder and CEO of Four Corners Immigration, who shares his expert insights on Australian immigration. Matthew will take us through the challenges Australian expats face when it comes to migration, the process for employer-sponsored visas, investor visas, and general skilled migration. Plus, we explore common mistakes in visa applications, advice for business owners migrating to Australia, and the Global Talent Independent Program.If you're considering migrating to Australia for work or business, this episode is packed with valuable tips and insider advice to help you make informed decisions.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!

In our eighth episode, Jarrad Brown and Joel Kerin explore the world of real estate in Singapore for Australian expats. Together, we also dive into key updates for the new financial year, including changes to super contribution limits and the latest non-resident tax rates in Australia. We’ll also cover essential tips for tax returns and discuss why waiting until you return to Australia for property renovations might not be the best financial move.Our special guest this month is Jesslyn Seah, a real estate expert in Singapore. Jesslyn provides invaluable insights into the Singapore real estate market, from rental trends to key considerations for Australian expats deciding whether to rent or buy. We'll explore popular neighbourhoods, the rental process, pitfalls to avoid, and strategies for negotiating prices in this dynamic market.As always, we release new episodes on the last Wednesday of every month. Tune in on your favourite podcast platform, subscribe, and stay updated with all our resources. Don't forget to send in your questions—we'd love to hear from you!Whether you're in Singapore, Perth, or anywhere in between, Money Side Up is here to help you make the most of your financial journey.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!

In this insightful episode of Money Side Up, Jarrad Brown, Senior Financial Planner for Australian expats in Singapore, is joined by Joel Kerin from Ally Wealth Management in Australia to discuss critical financial updates. They delve into the $3 million super cap under Division 296, the ECB's recent rate cut, and provide a market overview of major indices' performances year-to-date.Special guest Stuart Talman, Sales Director with XE, shares his expertise on international money transfers for Australian expats. Stuart discusses key factors to consider when choosing a money transfer service, strategies to minimize fees, manage currency fluctuations, and the impact of technology on money transfers. He also offers practical tips and personal stories to help expats make informed financial decisions.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!

Join co-hosts Jarrad Brown and Joel Kerin in Episode 6 of the Money Side Up podcast, where they dive into the critical topic of estate planning for Australian expats. This episode features a comprehensive overview of the latest Australian Budget highlights and effective end-of-financial-year strategies for both expats and residents.Special guest Gerard Basha from Bartier Perry Pty Ltd, an Accredited Specialist in Wills and Estates Law, shares his expertise on navigating estate planning complexities. Highlights of the discussion include:The importance of estate planning for both residents and expats.Ensuring the legal validity of wills across multiple countries.Key tax implications for expat estate planning.The role of superannuation in an expat's estate plan.Managing properties and digital assets in multiple countries.Common pitfalls in estate planning and how to avoid them.Tune in for this insightful conversation to ensure you’re well-prepared and informed about the nuances of estate planning as an Australian expat.Listen now on all major podcast platforms and follow us on social media @MoneySideUp for updates and more financial tips for Aussies worldwide.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!

In this enlightening episode of Money Side Up, Jarrad Brown and Will Cant sit down with Matthew Marcarian, a leading tax expert specialising in the needs of Australian expats across the globe, particularly those living and working in Singapore and the region.Join us as we dive deep into crucial topics that every Australian expat should be aware of, including:Understanding Tax Residency: Learn about the rules and implications of tax residency status for Australian expats in Singapore.Common Tax Traps: Discover the common pitfalls that Australian expats often encounter and how to avoid them to ensure compliance and optimise your tax position.Tax Obligations in Singapore: Get insights into the tax obligations you have while living in Singapore, including income tax, CPF contributions, and other financial considerations.Effective Tax Planning: Explore strategies for effective tax planning while living abroad to minimise your tax burden both in Singapore and back in Australia.Preparing for Repatriation: Understand the steps you need to take to plan your eventual return to Australia, ensuring a smooth transition and minimising any tax surprises.Matthew shares his wealth of knowledge and insights, providing listeners with the tools they need to navigate the complexities of living and working as an Australian expat in Singapore. This episode is packed with valuable information to help you make informed decisions and avoid costly mistakes.Listen now on all major podcast platforms and follow us on social media @MoneySideUp for updates and more financial tips for Aussies worldwide.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!

In this essential episode of Money Side Up, we delve into the complex world of US tax obligations for Australian expats with Jason Stoch, Managing Director of Uptrend Advisory. As a Chartered Accountant in Australia and a US CPA, Jason brings a wealth of expertise to the table, making this a must-listen for any Australian living or planning to move to the United States.Join Jarrad Brown and Will Cant as they uncover crucial insights on:The key differences between Australian and US tax systems that expats need to be aware of.How US tax residency rules impact Australian expats and the main implications.A high-level overview of how income is taxed in the US for Australian expats.The importance of understanding double tax agreements and how they prevent double taxation.Specific considerations for superannuation and retirement savings, including the treatment of self-managed super funds and industry funds.The intricacies of property ownership for Australians living in the US, including tax implications for owning and selling property.The impact of state taxes and why it's crucial to understand state-specific rules.Common mistakes made by Australian expats and how to avoid them through proper planning.Cultural and financial adjustments for Australians moving to the US.Jason shares valuable case studies and success stories, highlighting the importance of education and proactive planning to avoid costly mistakes. Whether you're an Australian already in the US or planning to move, this episode is packed with insights, tips and traps to help you navigate the complexities of US tax obligations.Listen now on all major podcast platforms and follow us on social media @MoneySideUp for updates and more financial tips for Aussies worldwide.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!

In this insightful episode of Money Side Up, we dive into the crucial topic of estate planning for Australian expats with Andrew Ang, a Senior Associate Lawyer at Fortis Law in Singapore. Andrew shares his extensive expertise on the nuances and intricacies of estate planning, ensuring your legacy is protected and your loved ones are taken care of.Join Jarrad Brown and Joel Kerin as they explore key estate planning considerations, including:The fundamentals of estate planning and why it's essential for Australian expats.Differences between estate planning laws in Singapore and Australia.Cross-border estate planning tips for expats with assets in both countries.The importance of having separate wills for assets in different jurisdictions.Key documents every expat should have in place, including wills, trusts, and lasting powers of attorney.Understanding property ownership forms and their implications for estate planning.Practical steps for appointing guardians for your children and ensuring their protection.Navigating the complexities of digital assets, including cryptocurrencies, in your estate plan.Common mistakes and pitfalls to avoid in estate planning.The importance of regularly updating your estate plan to reflect changes in your life circumstances.Whether you're an Australian expat living abroad or planning to move, this episode is packed with essential information to help you navigate the complexities of estate planning. Don’t miss Andrew's expert insights on securing your legacy and protecting your loved ones.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!

In this episode of Money Side Up, we dive into the complex world of expat tax planning with Bradley Murphy, a seasoned Australian tax expert. With over 15 years of experience across Australia, London, and the US, Brad brings invaluable insights into the intricacies of tax residency, tax obligations for Australian expats, and the potential impact of proposed tax changes.Brad and our hosts, Jarrad Brown and Joel Kerin, discuss key topics including:The basics of tax residency and its implications for expats.Differences between being a tax resident and a non-tax resident of Australia.Common misconceptions and mistakes expats make regarding tax residency.The proposed 45-day rule and its potential impact on Australian expats.Important steps and documentation needed to exit the Australian tax system.The interplay between tax planning and broader financial planning for expats.Whether you’re an Australian living abroad or considering a move, this episode provides essential information to help you navigate your tax obligations and make informed financial decisions. Don’t miss Brad’s expert insights on avoiding common pitfalls and maximising your expat experience.Listen now on all major podcast platforms and follow us on social media @MoneySideUp for updates and more financial tips for Aussies worldwide.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!

Welcome to the very first episode of Money Side Up, the ultimate personal finance podcast for Australians all over the world, whether you're back home or living abroad! Hosted by Jarrad Brown, Senior Financial Planner in Singapore, and joined by Co-Host, Joel Kerin, Senior Financial Adviser in Perth, this show dives deep into personal finance topics tailored for Aussies. From investment planning and tax to budgeting and property investing, we've got you covered.In this launch episode, Jarrad and Joel introduce themselves, share their backgrounds, and discuss the motivation behind starting Money Side Up. They explore the unique challenges and opportunities faced by Australian expats, aiming to provide clear and jargon-free insights amidst the sea of financial information and misinformation out there.Tune in to learn about the inspiration behind the podcast’s name, the structure of upcoming episodes, and what you can expect in future shows. Get ready for monthly episodes featuring expert interviews on topics ranging from tax planning to property investment, all designed to educate and inspire you on your financial journey.Don’t miss this inaugural episode packed with insights and a sneak peek at what’s to come. Subscribe now and follow us on social media @MoneySideUp to stay updated with the latest episodes and financial tips for Aussies everywhere.Available on all major podcast platforms!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!