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The Expat Investor Podcast - Ep 26

Last Updated On:
April 25, 2024
About 5 min. read
Written By
Written By
Ryan Donaldson
Private Wealth Partner
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SOAR Issue 5 is here. Inside: practical insight for international investors, and a look at what earned Skybound Wealth Company of the Year.

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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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.

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Written By
Ryan Donaldson
Private Wealth Partner

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.

Written By
Tom Pewtress
Private Wealth Partner
Group Head of Proposition & Head of USA

With a career built on delivering the highest standards of financial advice and a passion for developing others to do the same, Tom Pewtress is a senior leader at Skybound Wealth Management. Known for his deep technical expertise and hands-on experience across global markets, Tom ensures both clients and advisers are equipped with the knowledge, tools, and strategies to succeed, no matter how complex the situation.

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.

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