In episode 24 of the podcast, and the final one for 2025, we dive into one of the most overlooked aspects of personal finance - estate planning.

This is one of the most important areas of financial planning for Australians living at home and overseas.

In this episode of the Money Side Up Podcast, host Jarrad Brown, Senior Financial Planner for Australian expats in Singapore, is joined by Joel Kerin from Ally Wealth Management and Isabelle Marcarian, Principal Solicitor at Safewill Legal, to unpack how estate planning works when your life, family, and assets span multiple countries.

Before diving into the legal side, we also step back and explore how Australian expats can complete an annual personal health check of their finances, including practical end of financial year planning considerations in Singapore. This includes reviewing progress against goals and key actions to consider before the Singapore tax year ends.

This episode provides a practical, no-nonsense estate planning toolkit designed specifically for Australian expats, whether you’re early in your overseas journey or well established offshore.

We cover:

Why estate planning matters for expats, and how Australian wills work when you have overseas assets
Whether you need one will or multiple wills across different countries, and how conflicts of law are handled
The roles of executors, powers of attorney, guardianship, and common mistakes expats make
How superannuation, digital assets, and major life events fit into an effective estate plan

This episode is essential listening if you want to stay on top of your finances, protect your family, and ensure your estate plan works for you in Australia and globally.

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Disclaimer:

The content of this podcast is for informational and entertainment purposes only and should not be considered as financial advice. Always seek professional advice from a licensed financial adviser or tax agent for your personal financial matters.

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Upcoming Episode:

Don’t miss our next episode where we're interviewing an excellent guest, and covering the latest need to know personal finance information for Australians at home and abroad. Stay tuned!