Expat Chat Podcast · Atlas Wealth Management
Expat Chat Episode 157 - When Should an Expat use a Trust
·15 min·1 clip
Brett Evans warns that incorrect trust use cost people hundreds of thousands in capital gains tax, citing 2022 ATO determinations.
As heard by us
Trusts only help when residency, asset type, and succession plans line up.
Family trusts only make sense when residency and asset mix actually fit the structure. The episode does a good job laying out the trade-offs: non-residents often fare better holding assets personally, while trusts can still make sense for Australian property or shares and for…
Why you'd press play
Before you lock in a structure, hear when a trust helps and when it doesn't.
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