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.
Notify ATO Or Lodge Nil Return
- If you move overseas, lodge a nil-lodgement notice on myGov when you have no Australian-sourced income to keep records tidy.
- Declare Australian-sourced income like rental returns and notify ATO where required to avoid surprises.
Residency And Asset Location Drive Tax Rules
- Tax residency and the residency of each asset determine whether you must report income or pay Australian tax.
- Some income (dividends, interest) is often taxed at source, but rental income must be declared by you.
