923 the expat's handbook: super, shares, tax & coming home with Brett Evans
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What is the main topic discussed in this episode?
Today on the show, we are talking with Brett Evans, a friend of the show. He's been on before. This show for expats, it is relevant to pretty much any age and stage in life. If you're expatriating, repatriating, side-patriating, or any other attriating that you're doing. I'll introduce Brett. Brett Evans is a financial advisor and the managing director of Atlas Wealth Management. the first Australian financial services firm to specialize in advising Australian expatriates. With over 20 years in finance, geez, you're that old, he has worked with blue chip companies including ASX, HSBC, Suncorp, and Citi Smith Barney. A lifetime expat himself, Brett first lived overseas at six months old in Tuscan, Arizona, and later spent his high school years in Hong Kong.
I actually didn't know that when I was preparing this one, Brett.
Yeah.
Yeah, I did. I don't know. He's the author of the new book, The Expat's Handbook, Wealth Strategies for Australians Living and Working Overseas, and has been named one of Australia's 50 Most Influential Advisors eight times in the Financial Standards Power 50 list. Oh, my gosh. Brett Evans, welcome back to the pod show.
It's great to be back and thanks for the invite. So there's always lots to talk about and you and I never have a shortage of conversation, do we?
No, we don't. A couple of things. We are recording this on the 18th of May, 2026. It is due to go up at the start of June. So if the world ends between now and when you hear it, we've just- Pleasure knowing you. Yeah. I speak too loud. I think I saw a drone fly past your window. Brett is currently in Dubai. And look, we're going to have a great chat. We're running this episode on the Money, Money, Money show and Retire Right. So look, we're going to get into it right now. My name is Glenn James and you are listening to Money, Money, Money or Retire Right, whatever stream you are listening on. Let's get into it right now. Before we get into it, this show is general advice only. I've got a license to provide that advice.
Full details can be found in the show description. My name's Glen James, former financial advisor. I host this show and a show called Retire Right. I've got some books, the award-winning Quick Start Guide to Investing and the Quick Start Guide to Your First Property available where good books are sold or in the description. If you're new here, welcome. If you're an old hand, welcome to M3. Let's get into it right now. All right, Brett, we're going to get straight into it. Luke in the Facebook group asks, finally, I got to hear what's happening with Brett because since you've came on the show, an excursion has broken out in the Middle East, as we know. So my question is, What support was provided to Brett and his family whilst his family was living in the middle of the horrible situation there?
I mean, you are still living in that horrible situation. Just give us a sense. Did you hear from the consulate or any Australian authorities? How did that all work?
Look, we had His Excellency Ruben Jabot, who's the ambassador down in Abu Dhabi. He was doing quite a lot of posting on social media. Top bloke, did a great job just keeping comms up, saying, hey, this is what's going on. In the background, we had a crisis portal through DFAT. They opened up to UAE, Qatar, Kuwait, Iran and Israel, I think it was. So if you're there, you could register to get alerts. But to be honest with you, Being in boots on the ground, we found the information we had was more pertinent as opposed to the information coming out of DFAT in Canberra. Yeah, so, you know, to the credit of Emirates, they kept flying through this. And so there was no need for repatriation flights or those sort of things.
If you wanted a flight, you actually booked it the night before and jumped on a plane. Wow. So quite a fruity little departure coming out of the UAE with – uh a very adjusted departure approach if that makes sense if you read between the lines there so very aggressive in getting out but um yeah so we're still here my wife and daughter's actually went back to australia for holidays because they brought the school holidays forward so they went back to oz um and i said worst case scenario um
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Chapters
4 chapters
1
What is the main topic discussed in this episode?
0:06–14:05
2
What support was provided to Brett and his family during the Middle East conflict?
14:05–41:09
3
How do expats manage HELP debt on overseas income?
41:09–1:05:34
4
What are the tax implications for US citizens repatriating to Australia?
1:05:34–1:08:35
Speakers
3 identifiedMore from money money money
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