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26 June 2024

Money Side Up Podcast - Estate Planning for Australian Expats

Welcome to Episode 6 of the Money Side Up podcast! Join co-hosts

In this Money Side Up podcast Jarrad Brown and Joel Kerin explore the crucial topic of estate planning for Australian expats. In this episode, they also cover the latest Australian Budget highlights and provide 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 invaluable expertise on navigating the complexities of estate planning. Key highlights include:

  • The importance of estate planning for residents and expats. 

  • Ensuring the legal validity of wills in multiple countries.

  • Key tax implications for expat estate planning.

  • The role of superannuation in an expat's estate plan. 

  • Managing properties and digital assets across different jurisdictions. 

  • Common pitfalls in estate planning and how to avoid them.