Podcast
Money Side Up
Hosted by Money Side Up · EN
This is the show for Australians across the globe covering all things personal finance. From tax to investment planning, budgeting to property investment back home in Australia, we’ve got you covered.
13episodes
Episodes
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Episode 18 - UK Pensions, QROPS & Retiring in Australia
Jun 25, 202500:53:09Tap to summarizeIn this episode of Money Side Up, co-hosts Jarrad Brown and Joel Kerin return to unpack some of the biggest conversations happening in personal finance, from superannuation tax changes to global pension planning.We kick things off with a timely look at:The RBA’s recent rate cut, and whether another is on the cards for JulyDivision 296: What the proposed “unrealised capital gains tax” inside super really means for high-balance investorsKey strategies to think about as we enter the new financial yearThen we’re joined by special guest Steph Mills, a UK pension transfer expert, for a deep-dive interview on one of the most complex topics facing Aussie expats and returnees:🇬🇧 UK Pension Transfers & QROPS Steph walks us through:Defined benefit vs defined contribution pensionsWhen a transfer to Australia makes sense, and when it doesn’tWhat a QROPS is, and why it’s essentialThe 6-month residency rule, “applicable fund earnings”, and how to avoid unnecessary taxCommon mistakes, traps, and what to look for in an adviserCurrency risks, caps, and what happens if you return to the UK after transferringWhether you’ve got a UK pension, are planning your return to Australia, or want to stay ahead of new tax developments, this episode has something for you.Steph and her team can be contacted at - enquiries@bdhsterling.com#MoneySideUp #UKPensions #QROPS #Division296 #RBA #AustralianExpats #Superannuation #RetirementPlanning #FinancialStrategy #WealthForExpatsConnect with Us:Website: https://moneysideup.com.auFacebook: https://www.facebook.com/moneysideupLinkedIn: https://www.linkedin.com/company/moneysideupYouTube: https://www.youtube.com/@MoneySideUpPodcastSubscribe & Listen:Available on all major podcast platforms: Spotify, Apple Podcasts, and more.Feedback & Questions:We'd love to hear from you! Whether you have a question for us, or just want to drop us a note - reach out at info@moneysideup.com.auDisclaimer: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.Support Us:If you enjoyed this episode, please leave us a 5-star rating and review on your preferred podcast platform. It really helps us reach more Aussies around the world!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!
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Episode 17 - End of Financial Year Planning
May 27, 202501:05:14Tap to summarizeWelcome back to the Money Side Up Podcast – the go-to resource for Australians across the globe navigating all things personal finance.In this month’s episode, host Jarrad Brown, Senior Financial Planner for Australian expats in Singapore, with co-hosts, Will Cant and Joel Kerin of Ally Wealth Management, dive into two key developments shaping the financial landscape:The RBA Rate Cut Forecast – what’s expected, how it impacts borrowing, investing, and planningThe Australian Election Outcome – and what it means for both residents and expatsThen, we shift gears and dive into a powerful EOFY strategy session. Together, we unpack essential financial strategies to consider before 30 June, including: ✅ Super contributions and salary sacrifice ✅ Family trusts, company structures & bucket companies ✅ Tax planning tips for Australian expats and property investors ✅ Real-world client examples and practical insights ✅ Common EOFY traps to avoidWhether you’re managing assets abroad, running a business, or simply trying to get your finances in order, this episode is packed with timely insights and expert guidance.Connect with Us:Website: https://moneysideup.com.auFacebook: https://www.facebook.com/moneysideupLinkedIn: https://www.linkedin.com/company/moneysideupYouTube: https://www.youtube.com/@MoneySideUpPodcastSubscribe & Listen:Available on all major podcast platforms: Spotify, Apple Podcasts, and more.Feedback & Questions:We'd love to hear from you! Whether you have a question for us, or just want to drop us a note - reach out at info@moneysideup.com.auDisclaimer: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.Support Us:If you enjoyed this episode, please leave us a 5-star rating and review on your preferred podcast platform. It really helps us reach more Aussies around the world!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!
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Episode 16 - New Financial Year Planning in the US
Apr 29, 202500:51:27Tap to summarizeWelcome to Episode 16 of the Money Side Up podcast where we explore all things personal finance for Australians at home and across the globe.We recorded this one in February, prior to the RBA meeting and at the time tariffs were first introduced. Markets are on edge again, and we kick off this episode by unpacking what Trump’s latest tariff threats could mean for: → Bond markets and inflation → The strength of the US dollar → Equity markets and global manufacturers → Your portfolio allocationsWe also track the latest RBA interest rate expectations, with markets pricing in a 95% chance of a cut in February. What does that mean for Australian expats managing mortgages and investment decisions?Then, we’re joined by Noelle Abella, a US tax specialist, to explore one of the most complex areas for expats: navigating taxes between Australia and the United States.We cover: → Dual tax reporting requirements → Super vs 401(k)s – how both are treated under US tax law → FBAR, FATCA, PFICs, and how to stay compliant → Foreign Earned Income Exclusion vs Foreign Tax Credit → Exchange rates, estate tax traps, and smart planning tips → How expats can catch up on missed filings without harsh penaltiesIf you're an Aussie in the US or an American in Australia, this episode is packed with clarity, compliance tips, and proactive strategies.🎧 Listen now to stay ahead of global markets and global tax.#MoneySideUp #TrumpTariffs #ExpatTax #AustralianExpats #USTaxation #Superannuation #FBAR #FATCA #USAustraliaTaxTreaty Connect with Us:Website: https://moneysideup.com.auFacebook: https://www.facebook.com/moneysideupLinkedIn: https://www.linkedin.com/company/moneysideupYouTube: https://www.youtube.com/@MoneySideUpPodcastSubscribe & Listen:Available on all major podcast platforms: Spotify, Apple Podcasts, and more.Feedback & Questions:We'd love to hear from you! Whether you have a question for us, or just want to drop us a note - reach out at info@moneysideup.com.auDisclaimer: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.Support Us:If you enjoyed this episode, please leave us a 5-star rating and review on your preferred podcast platform. It really helps us reach more Aussies around the world!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!
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