Mitchell Kelsey sits down with Jacob Chester, Senior Associate at Crest Lawyers, where they dive into the often-overlooked world of estate planning for Australian Expats. Navigating multiple legal systems, conflicting tax jurisdictions, and international assets can make planning your estate more complex but also more essential.

Jacob Chester shares his journey into practising Wills and Estates law as an Australian solicitor, what drew him to this field, and why he considers estate planning to be one of the most important conversations you can have.

In this episode, we cover everything from the basics of Wills, Powers of Attorney, and Advanced Health Directives to the more complex strategies involving testamentary trusts and dealing with non-estate assets such as superannuation. You'll learn the importance of the different legal systems and how they interact, what documents are essential in both Australia and abroad, and how to avoid common mistakes.

Whether you're living overseas now or planning an international move, this episode is packed with valuable insights to help you protect your assets, minimise tax, and secure your legacy - wherever life takes you.

The key topics this episode covers:

1. What is the difference between a Will, POA and AHD?

2. Do you need a Will in more than one country?

3. How does superannuation fit into your estate plan?

4. How do financial planning and estate planning go hand-in-hand when it comes to securing your financial future?

5. What is CGT event K3?

Tune in to make sure your estate planning affairs are in order.

In this episode of Behind the Advice, host Mitchell Kelsey sits down with financial advisor Adam Bolton to break down the dos and don’ts of investing in shares as an Australian expat. Whether you're living overseas or just thinking about taking the plunge, this episode is packed with insights on maximizing returns, minimizing risk, and making the most of expat tax benefits.

They cover:
📈 The basics of share investing—where to start and what to watch out for
💰 Why diversification is key to a smart investment strategy
📊 The role of ETFs and market indices in building long-term wealth
🛑 How to handle market downturns (hint: don’t panic, there’s opportunity in the chaos)
🌏 Unique investment opportunities for Aussie expats

If you’re looking to make your money work smarter while living abroad, this episode is a must-listen. Tune in now!

In the first episode of Behind the Advice, host Mitchell Kelsey kicks things off with buyer’s agent Hugh Lilly to unpack the complexities of the Australian property market. They explore the challenges Australian expats face when purchasing property, the benefits of working with a buyer’s agent, and key market trends. From tax implications to rent-vesting strategies, Hugh shares expert insights to help first-time buyers and investors make informed decisions. They also discuss auction tactics and where the market is headed, emphasizing the importance of tailored strategies for expats looking to invest back home.