Skybound Wealth Management | The Expat Investor Podcast

‍Episode Overview

Are you an aussie expat? Or thinking about moving to Australia in the future... buckle up, we've got some must things know coming up in todays show.

I’m Tom Pewtress, you host for today’s Expat Investor Podcast. Today I’ll be joined by Ryan Donaldson, Regional Manager, Europe.

Over the last 18 months you and your teams have helped countless Australian expats around the world and across Europe but this year there’s some big tax changes coming potentially for Aussies?
What is the current situation and the potential changes?
What are the implications of becoming an Australian tax resident?
What investment options do Australian Expats have whilst living abroad?
What is a life insurance wrapper?

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Apple Podcasts

For more information on the podcast contact Ryan.Donaldson@skyboundwealth.com

Ryan will be hosting a webinar on the 18th May where he will be taking an in-depth look at the latest Australian budget & new tax residency rules. To watch the webinar, click the link to register.

Ryan’s journey with Skybound Wealth started almost a decade ago when he relocated to our UAE office. After quickly becoming a successful Senior Adviser, Ryan was made Regional Manager of Europe in 2022. His wealth of knowledge having lived and worked in the UK, UAE, Belgium, and Switzerland gives him a great understanding of the challenges that many expats can face during their time abroad.

Disclosure

This was recorded on the 2nd May 2023 and all information was correct at the time of recording. As always this podcast is for educational purposes only and is not a personal recommendation. If you’re unsure what’s right for you, you should seek advice. Past performance isn’t a guide to the future, and investments rise and fall in value so you could get back less that you invest.

Written By

Ryan Donaldson

Chartered FCSI

Regional Manager - Europe & Private Wealth Advisor

In a career spanning numerous locations around the world, Ryan has first-hand experience of how to best support international investors with financial planning advice and security on a domestic and international level.

Tom Pewtress

ASCI

Group Head of Proposition

Tom Pewtress is an experienced and forward-thinking financial adviser who specialises in guiding expats through the complexities of cross-border financial planning. With years of experience in multiple jurisdictions, Tom has a deep understanding of the unique financial needs and challenges that come with an international lifestyle.

Tom is dedicated to helping international professionals like you build secure, customised financial strategies that safeguard your assets, optimise growth, and support your long-term aspirations. His approach is grounded in trust and transparency, ensuring you feel confident and supported in every financial decision. Connect with Tom to explore a tailored plan that puts your financial security and future lifestyle at the forefront.