Episode 6 - Estate Planning for Australian Expats

Money Side Up

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.

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• 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 [e-mail]

Disclaimer:

• 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.

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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!

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1. FULL-Money Side Up Podcast - Ep06 No Pauses (00:00:00)

2. START OF INTERVIEW (00:18:02)

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