Ally Wealth Management

19/07/2026

Becoming a parent can quickly shift your priorities.

And becoming an expat changes the complexity.

From choosing guardians and updating your Will, to reviewing insurance and building the right emergency fund, small actions today can make a world of difference tomorrow.

We've put together a simple list covering six financial planning tips every new expat parent should consider.

17/07/2026

A big congratulations to Ericka Arcega on her promotion to Client Engagement Manager! 👏

Ericka's dedication, professionalism and genuine care for our clients have made a lasting impact on Ally Wealth.

From delivering exceptional client experiences to supporting our team every step of the way, this promotion is incredibly well deserved.

We're excited to see Ericka continue to lead, grow and help shape the future of our client experience.

Congratulations, Ericka! 🚀

16/07/2026

Same Property
Same Capital Gain

Huge difference in the tax bill.

The latest CGT changes affecting Australian expats raises the importance of planning ahead.

Here are just some of the key questions to be exploring.

→ How can I maximise tax losses to offset the eventual capital gain..?
→ Should I own the property inside a company to retain the indexation benefit..?
→ Are there options to avoid selling altogether..?

13/07/2026

𝗕𝗶𝗴 𝗻𝗲𝘄𝘀 𝗮𝘁 𝗔𝗹𝗹𝘆 𝗪𝗲𝗮𝗹𝘁𝗵.

Today we're celebrating two well-deserved promotions.

Joel Kerin has been promoted to Director of Financial Planning.

William Cant has been promoted to Associate Director of Financial Planning.

Both Joel and Will have played a significant role in helping build Ally Wealth into what it is today.

Their commitment to clients, leadership within the team, technical expertise and dedication to continuing to serve Australians at home and across the globe has helped shape the direction of the company.

These promotions aren't simply new titles.

They're recognition of years of hard work, professional growth and the positive impact they've had on our clients, colleagues and business.

Please join us in congratulating both Joel and Will.

We're incredibly proud of what you've achieved so far and excited for what comes next.

12/07/2026

1. Singapore
2. Zurich
3. Monaco

The world's most expensive cities as revealed in the latest annual Julius Baer Global Wealth & Lifestyle Report.

For Australian expats living in these cities, this will likely come as no surprise at all.

For Australians considering a move abroad, working on your budget before you board the flight is one of the most important steps.

This is something that we work on with our clients as part of their Pre-Departure planning to ensure that they can hit the ground running once they arrive in their new home.

10/07/2026

They almost didn't leave.

One of our recent clients, an Australian couple in Melbourne looking to move to take up a dream job in Dubai.

But they were worried about slipping behind.

"What if we return and we're way behind everyone else in terms of our finances?"

No super contributions for years.

A mortgage that they weren't going to be paying off while they're abroad.

That fear nearly cost them the opportunity of a lifetime.

So we built them a plan. A simple bucket strategy:

→ A retirement investment account that grew tax-free while they were away as an equivalent to their superannuation.

→ A separate portfolio earmarked to smash down their mortgage the day they came home. They planned to stay abroad for many years so this had plenty of time to grow.

→ A property structure that stayed tax-efficient back in Australia.

→ An emergency fund to avoid the risk of any unexpected events.

All designed to achieve one thing.

Peace of mind.

They could now leave Australia knowing they were on track.

There was now no pressure to rush home by a certain date.

Moving overseas shouldn't mean putting your financial future on pause.

Done right, it can accelerate it.

05/07/2026

A rising Aussie dollar can quietly cost you thousands.

If you're earning, saving, or investing overseas, currency is a key driver.

A stronger AUD can quietly shrink:
→ Your overseas savings.
→ Your global investment returns in AUD terms.
→ Your future home deposit back in Australia.
→ Your retirement buying power.

Investing as an Australian expat is about investing with currency in mind.

How can a rising Australian dollar impact your investments and financial strategy as an Australian expat? Find out here.

29/06/2026

Big moment for the team 🙌

Absolutely wrapped to share that William Cant has been named a Finalist for Adviser of the Year.

This recognition is so well deserved.

Will is truly a first class Adviser.
→ The strategy sessions
→ The attention to detail
→ The genuine care for every client outcome

And that’s what this reflects.

We’re incredibly proud to have Will representing Ally Wealth on a national stage, alongside some outstanding professionals in the industry.

More importantly, proud of the impact he’s making every day for our clients.

Well done 🚀🚀🚀

26/06/2026

The new financial year is just days away.

Here are some of the key changes coming up.

23/06/2026

The latest Australian Budget has been the biggest tax shake-up in decades.

And if you're an Australian investor, business owner, or expat… this one hits different.

🎙️ Episode #28 of the Money Side Up Podcast is LIVE.

Our Senior Advisers, Joel Kerin and William Cant, sit down with Jarrad Brown on Episode 28 of the Money Side Up Podcast to break down the 20227 Australian Federal Budget, and what it actually means for your wealth.

Here's what's on the chopping block 👇
✅ The 50% CGT discount – gone, replaced with inflation indexation
✅ A new 30% minimum tax on capital gains from 1 July 2027
✅ Negative gearing restricted to newly built properties only
✅ A 30% minimum tax on discretionary trusts from 1 July 2028
✅ Superannuation left largely untouched

The strategies that worked for the last 20 years? Many may now require a pivot.

Tune in now to get ahead of the changes.

Available on Spotify, YouTube and Apple Podcasts.