money money money 902b living, moving or want to retire overseas? investing, super and tax as an Aussie expat
Jan 14, 2026
Brett Evans, founder of Atlas Wealth, specializes in financial guidance for Australian expats. He dives into the complexities of living overseas, discussing how Australian tax works for expats and when foreign income must be reported. Brett advises on maintaining an Aussie bank account and the implications of moving to places like Malta on age pensions and taxes. He also highlights the importance of preparing wills abroad and shares insights into his book, The Expats Handbook, covering everything from departure to repatriation.
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10 Properties In 10 Countries Backfired
- Brett told of a client in Saudi who bought 10 properties in 10 countries and sold seven within four years.
- The case showed buying abroad for prestige created complex tax and management problems.
Plan Days Abroad To Avoid Extra Pension Tax
- If you plan to spend significant time in a country, check their tax treatment of Australian super and pensions before you commit.
- Structure days abroad to avoid becoming a tax resident where your Australian tax-free pension becomes taxable.
Keep Australian Residency To Preserve Key Tax Perks
- Try to retain Australian tax residency if you want to preserve the main residence CGT exemption and tax-free super pension treatment.
- Losing residency can trigger full capital gains tax and change your marginal tax thresholds.
