Скачать или смотреть Ep 24 | Estate Planning Essentials

Estate Planning Essentials for Australians at Home and Abroad

Estate planning is one of the most overlooked, yet most important, parts of personal finance, especially for Australians living overseas.

In Episode 24 of the Money Side Up Podcast, and our final episode for 2025, we break down how estate planning really works when your life, family, and assets span multiple countries.

Co-hosts Jarrad Brown, Senior Financial Planner for Australian expats in Singapore, and Joel Kerin from Ally Wealth Management are joined by Isabelle Marcarian, Principal Solicitor at Safewill Legal, to provide practical guidance every Australian expat should understand.

Before diving into the legal side, we also explore how Australian expats can complete an annual personal health check of their finances, including key end of financial year planning considerations in Singapore and how to review progress against your financial goals.

This episode delivers a clear, practical estate planning toolkit for Australian expats, whether you’re early in your overseas journey or well established offshore.

In this episode, we cover:
✅ Why estate planning matters for expats and how Australian wills work with overseas assets
✅ Whether you need one will or multiple wills across different countries
✅ How conflicts of law are handled when assets and family are spread globally
✅ Executors, powers of attorney, guardianship, and common expat mistakes
✅ How superannuation, digital assets, and major life events fit into your estate plan

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