EP 31: The ULTIMATE Guide To Finances Abroad As An Aussie (With Nicole Sandler)

08/07/2024 42 min
EP 31: The ULTIMATE Guide To Finances Abroad As An Aussie (With Nicole Sandler)

Listen "EP 31: The ULTIMATE Guide To Finances Abroad As An Aussie (With Nicole Sandler)"

Episode Synopsis

Send us a textEver dreamed of moving overseas? Well, if you ever do — make sure you don't leave your finances until last!Josh is joined by Nicole Sandler — a former Queenslander who has lived in Spain for the last 18 years & specialises in cross-border wealth management!She gives us her top tips for those who are thinking of moving abroad & the common pitfalls that people run into when they don't chat to someone first.Josh definitely learnt a few new bits and bobs from Nicole & we just know you are going to love this jam-packed episode.This episode covers:[0.01] Disclaimer[0.53] Intro to Nicole & living in Spain[01.44] What brought her to Spain & her line of work[03.58] Is it just retirees who go overseas? Or a mixed bag?[05.22] Is there anything drawing people to Spain, especially financially?[07.02] What are the common pitfalls that expats experience? Got tips?[09.49] Cross-border tax implications[16.26] Owning property & tax implications[18.18] Are there any double taxation treaties in Spain?[19.48] Any rules unique to Spain? Do trusts work there?[21.40] In Spain, are there unique products or structures?[28.44] Do a lot of people hold assets in multiple countries?[30.44] Estate planning & living overseas[33.55] Is there a superannuation substitute overseas in Spain? [38.16] Final tips for those who are contemplating moving overseas---------Find Nicole:Nicole's LinkedIn: https://www.linkedin.com/in/nicolesandlerfinancialplanner/More info about her: https://www.chasebuchanan.com/wp-content/uploads/2022/07/Nicole-Sandler-bio.pdfFind Josh and Steve:Book a 15 Minute Call with Josh: https://calendly.com/linkwealthgroup-joshBook a 15 Minute Call with Steve: https://calendly.com/steve-lwg/Josh's TikTok:  https://www.tiktok.com/@joshleefinadvSteve's TikTok:  https://www.tiktok.com/@stevesloanefinadviserSign up to Steve’s newsletter: https://www.linkwealth.com.au/newsletterOur Financial Services + Credit Guide: https://www.linkwealth.com.au/fscg ---- General advice disclaimer: The information contained within this podcast is general in nature and does not take into account your personal circumstances. Please reach out if you wish to discuss your personal situation---- Want to find a Adviser that suits your financial needs:https://www.linkwealth.com.au/ Get in touch with Josh: https://www.linkwealth.com.au/josh-lee-link Get in touch with Billy:https://www.linkwealth.com.au/billy-norman-link Josh's TikTok: https://www.tiktok.com/@joshleefinadv Billy's TikTok: https://www.tiktok.com/@billynormanfp Sign up to Link Wealth Group’s newsletter, Wealth Simplified: https://www.linkwealth.com.au/wealth-simplified Our Financial Services + Credit Guide: https://www.linkwealth.com.au/financial-services-and-credit-guide ---- General advice disclaimer: The information contained within this podcast is general in nature and does not take into account your personal circumstances. Please reach out if you wish to discuss your personal situation.