“The Golden Age of Latin America.”

For the purposes of where I see the real asymmetric value in resources, I’ll call it:

“The Golden Age of South America.”

You’re watching a generational political shift play out in real time. Argentina and Chile have already made the turn, shedding the left-wing socialist experiments that hollowed out their economies. Colombia and Venezuela (ojalá) are next. Capital is coming back. The conditions for genuinely asymmetric returns in junior resources are back.

The stocks I’m about to cover aren’t for everyone. If you’re looking for safety, stop reading. We’re talking a copper porphyry in the Colombian jungle, a gold shear zone in the Guyanese rainforest, an unopened mining district in the Andes, an early stage high-grade Chilean gold discovery, and one of the most extraordinary precious metals deposits ever drilled - sitting idle in the Brazilian Amazon since 2014. Speculative by definition. That’s where the real asymmetry lives.

I’ve lived in South America for the past four years. I’ve been an active investor in junior exploration companies the entire time, and for the last two years I’ve held operational roles inside two of them.

When I left Australia in 2022, for good, I had no intention of returning to the geology work I’d left behind. Project Exploration Geologist for a major and a mid-tier before that. Good jobs. Perth fly-in fly-out. Zero long term appeal for me.

What I found in South America was something different. Being part of a company that went from a C$12M market cap with near-zero cash to sitting at C$200M with C$27.5M in the bank - even with the spectre of WW3 keeping a likely temporary lid on everything - while copper pushes toward $6/lb, changes how you think about what’s possible.

With joining Andina, it was the whole process: buying when it was beaten down, making sure that if what we were planning at the time (the acquisition of Cobrasco Cu-Mo project from Rugby Resources and recommencing exploration) worked out, I’d position myself in something large enough to be life-changing. Discovering that owning a meaningful personal stake in what you’re building is a better motivator than anything a major mining company’s HR department ever came up with.

And way more fun (see below photos)…

Here’s where I’m positioned, what I’m watching, and what I missed - five stocks, all with projects in South America, and what I believe could be some of the most asymmetric risk-reward setups available to punters, speculators and retail investors in the Golden Age of South America.

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’s publication:

Trader Ferg

Full-time trader for 8yrs now. Currently, in uranium, oil, and coal. Sharing my research and thoughts about trades I'm in or considering.

Audio only:

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I caught up with Steve Smith, one of the greatest cricketers of the last 30 years who’s based in New York.

Great city, but after talking with some friends who live there, there is literally no way you could base yourself there long term without selling a tech company, being Steve Smith or something similar.

State taxes as well as federal taxes on top of a very expensive cost of living make it hard to justify as a base when you’re trying to building something.

In saying that, it is obviously a city where people of status from all over the world seem to have some kind of connection or piece of it in some way.

So the cost of living is probably justified.

In this edition, I’ll run through;

• Andina Copper, personal thoughts and updates

• My fully compliant tax free setup - US LLC fillings time of year (for those who do it)

• Entire investment porfolio updates (yolo-ed back into a stock I use to hold)

• Plan for the next month in South America (major decisions)

Apologies for the delay on this newsletter - I realise we’re well into March here.

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I like Vancouver. Even though the part of town I stayed in felt like an open air social crisis at times, the waterfront is unreal. And it is always interesting stepping back into a highly advanced economy after long stretches in South America.

One line that stuck with me at VRIC and it was Rick Rule saying that even fools make money in a savage bull market.

Hard to argue with that.

I watch my portfolio go up and, for a moment, feel pretty clever. Then reality kicks in when I see some absolute garbage in the resources space running just as hard.

I took a massive asymmetric bet just one year ago, after visiting Cobrasco in Colombia with then-Pampa Metals, now Andina Copper CEO Joe.

Since then, Joe basically executed on all fronts re-mobilising a drill rig to probably one of the most exciting porphryr copper distrcits you’ll find in the world and… people noticed!

My Andina dominates my portfolio. I’m an insider, I’ve got conviction, and I’m holding. That said, I’ve still got chips on the table elsewhere, and put on a decent-sized trade in another unreleated name this mnoth too, which I’ll talk about.

I’m currently parked up in Barreal, San Juan, Argentina - with views like this own the roads from our (Andina Copper) office.

Just had a visit from mentor and good friend, geologist and fund manager Tom Woolrych from Deutsche Rohstoff, and since then it has been completely flat out with Andina Copper and Ronin Resources boots work.

Busiest I have ever been in my life, wealthiest on paper as well.

As Trader Ferg says,

“Position yourself to get lucky.”

That is a lot easier to say when you do not have kids, do not carry outrageous overheads or tax burdens, and you live well within your means in South America.

But I am not blind to how hot the commodities market feels right now. It genuinely worries me that I am so heavily positioned in my biggest conviction bets.

When you sit down and talk with guys like Tom and Joe, who have seen multiple cycles and can calmly throw a bit of reality into your confidence after a big run:

“If your working in junior mining, be prepared for multiple years where there is nothing to do.”

In this newsletter, I break down my current portfolio positioning, share an updated portfolio snapshot, run through two new names I’ve added recently, and explain why I’ve started saving in a new currency after hearing Ferg mention it and then doing my own research.

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He basically says we haven’t seen anything yet, the real question is how he would position for it.

Downloadable audio is available for those who don’t want to see a half-sucked melon head on the right side of the screen.

Cheers,

Jordan - Geólogo Trader 🇦🇺

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I am.

Being back in Argentina is genuinely the best thing. I’ve said it before and I’ll keep saying it: the Southern Cone of South America is the best place to be for a number of reasons.

1. Lifestyle (steak, nature, dating, zero tax juristrictions, lax visa processes)

Now we’ve seen Kast win in Chile, and the broader retreat of the left across South America continues.

I’m hopeful, and quietly confident, that Colombia follows a similar path next year.

The image above speaks volumes to me.

Not because of politics in the abstract, but because of what actually happens on the ground when governments move away from hard-left policies and toward something more pragmatic and business-friendly. Foreign investment becomes welcome again. Capital starts moving. Things that were stuck suddenly aren’t.

For someone working in mineral exploration in South America, that shift really matters.

I sometimes look back at former colleagues and bosses in Australia and see just how brutal the exploration environment has become. It’s hyper-competitive. Everyone is smart. Most geological districts have been picked over for more than a century. Projects live and die by the drill bit, and when everyone is chasing the same ideas in the same mature terrain, the odds of creating genuine shareholder value shrink fast.

South America is different. It still feels, in many ways, like a frontier in certain countries.

That’s not to say it comes without complications. Security and corruption are real considerations, but there are fewer people on the ground who truly understand how to operate here, how to navigate logistics, manage risk, and actually add value for shareholders in-country. That gap creates opportunity.

As governments move away from heavy-handed intervention and toward more investment-friendly settings, that opportunity only expands, especially for those already here who understand how things actually work.

That’s where I see the edge and asymmetry to make serious money from investments.

This end-of-year newsletter pulls together how I’ve been positioning myself across markets, structure, and geography.

Inside, I cover internationalisation, the stocks I’ve been buying and holding, and how I’m thinking about 2026.

Thanks as always to my all subscribers for the support. Merry Christmas and all the best for the year ahead.

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“Anyone who doesn’t minimise their tax needs their head read.”

And he was dead right.

Why on earth would you pay more tax than you’re legally required to?

Something about watching my hard-earned money go towards wind farms, political pet projects and a climate narrative that feels more ideological than practical never sat right with me. It didn’t feel like any of it was actually improving life for ordinary Australians.

That plus the rather large fact I wasn’t even living there anymore. But you also can’t just pack your bags, and magically stop paying tax. You need to set it all up legally, obtain residency and tax setup where you live and make sure everything is done cleanly and legally.

These past couple of years have taught me a lot about how to build a life outside a high tax country and I want to lay out what I think is the best way to go about it all. If you’re sitting in Australia or any Western country feeling squeezed by taxes, cost of living, and that growing sense that the harder you work and the more successful you become, the more headwind you cop.

South America is the answer to start building something freer, and, quite frankly, a lot more fun, in 2026 (although it’s certainly not for everyone).

Start with opening a simple foundation

Everything begins with structure and you need your legal and tax foundations sorted so you can operate normally in the world.

A perfect starting point is opening a US Limited Liability Company (in the states of Wyoming or Delaware). It’s simple, fast, very private, affordable, and gives you access to proper banking, payment processors, and USD-based business systems.

If you work online in any capacity or even locally in South America a US LLC company just works.

Next step is getting an ITIN. It’s basically the U.S. version of a Social Security Number for foreigners. It doesn’t mean you’re paying U.S. tax, it just lets you open bank accounts, get cards, deal with payment processors and anything official in the States. Couple that with a US address

Once the company and ITIN are set up, you open U.S. banking. This is where things really change. You can earn and hold USD, get proper cards, send and receive globally.

Traditional banks like Chase or Bank of America generally require an ITIN and in-person verification, but fintech banks such as Mercury, Relay, and Wise make your life a lot easier - they allow you to operate fully online, and you don’t need an ITIN to open those (just a US LLC business).

Then comes the part most people mess up. You need a real tax residency. For me that’s where I live in Paraguay. Paraguay has a simple territorial system where income earned outside the country is not taxed. It’s stable, predictable, foreigner friendly and very straightforward. You become a resident and you pay tax where you live. That’s how you legally break tax ties with your old country.

Avoid the no man’s land trap - many expats are still doing this

The worst place you can be is nowhere. You can’t stay tax resident “nowhere”. Western governments treat that as avoidance and they will follow you until you demonstrate a new tax home. You do everything clean. You leave properly. You declare what you need to declare. You pay anything owed up until the day you no longer owe it. Then you move on with your life and you operate normally.

Being a sovereign individual is not about avoiding the rules. It’s about following the rules better than most people and ending up with a better life because of it.

Who to talk to to get started?

These two services:

Jerz - The Way of Jerz

Ladislas - The Wandering Investor

Jerz handled my full internationalisation process from start to finish, every single step.

If I could tell you some of the high-profile clients he’s worked with and the outcomes he’s achieved for them (as well as for muppets like me), you’d understand exactly why I rate him so highly.

He offers a decent price. Sure, you could probably piece it all together cheaper if you really wanted to, but that’s not the point. The value is in having everything done in one place without the stress. Doing it yourself can get messy, confusing, and ridiculously time-consuming. When you factor in the time saved, and the headaches avoided, it’s unbeatable.

Just think of the money you’ll immediately start saving once everything is set up properly.

With Paraguay especially, the prices just keep rising because the demand is huge. So my advice is simple, get in while it’s still available. Who knows when the rules change.

Then there’s Ladislas from The Wandering Investor. If you want to broaden your world view, understand global investing, offshore living, tax strategy and meet people who are doing the same thing you are, he is the real deal. I’ve met a lot of people and he stands out, he’s also become a friend.

I really value the event Ladislas is running in Buenos Aires in March 2026. It’s five full days of people building offshore lives, building businesses, investing abroad, buying housing etc..

I genuinely get asked all the time about the best way to socialise, make friends, and build real connections in this part of the world. Well, you won’t get a better chance than this.

Buenos Aires has been good to me. The Twitter followers, the architecture, the culture, the steak, the people, the quality of life. It’s one of the easiest places in the world to rebuild yourself and chasing something difference. Events like this give you a community and you make real connections.

Here is the link to check it out:

The Wandering Investor Live Group Trip: Buenos Aires 2026

To summarise this article and add a bit of personal advice for the brave:

I get this quesion sometimes:

“Jordan - what the heck would I do for income in South America?”

Well, try doing your profession in South America. You’ll be surprised at how quickly you excel. You’re bringing skills developed in a high-functioning, competitive Western economy into places that genuinely value them. You stand out immediately, opportunities come faster, and if you structure your affairs properly and legally, the tax side becomes far more efficient, the same goes for any investments you hold.

And if you’re over it, try something new. Anything. What’s the worst that can happen? You go back to your safe home country and fall straight back into a comfortable job.

The simple blueprint

• Set up a US LLC company.

• Get an ITIN. (optional)

• Open US banking - personal and busniness

• Establish tax residency where you’re living (Paraguay).

• Cut ties with your home country properly (legally).

• Stay compliant.

• Earn in a foreign currency.

• Live a great life in South America - at 34, this year has been my most enjoyable yet.

The best and most efficient one-stop entry point into all of this is through Jerz.

If you have any questions, you can send them to me directly or drop them in the Geólogo Trader chat, the links are below.

Always happy to answer any questions, and thanks for being subscribed.

If you found this article valuable, a comment, like, or share goes a long way.

Cheers,

Jordan - Geólogo Trader 🇦🇺

Disclaimer:

This article is based solely on my personal experience. Everything mentioned comes from people I personally trust, individuals whose services I’ve used myself or have met in person and verified as genuine, competent and authentic.

Please make sure to do your own research and due diligence on all topics discussed.

Over the past few weeks, I’ve been mapping through the jungle in Chocó, attending the Colombia Gold Symposium in Medellín, and spending time on site at Cobrasco copper project.

All while we’re on the ground with an exploration program for Ronin Resources in Argentina.

What I’ll focus on in this newsletter:

• Andina Copper and Ronin Resources update (nothing non-public)

• A new South American pure exploration play I’ve bought on the ASX. I’ll walk through why I like it from the perspective of a former orogenic gold exploration geologist. Not advice, just a punt on an interesting frontier target.

• For those interested in internationalisation, what I’ve learned this month led me to a surprising discovery, a “factor” I had completely overlooked.

• A rundown of all my trades this month, the good and the bad with a current portfolio weighting - the most I’ve traded in months!

• What I’m looking forward to in the coming months.

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You can download it and listen to it offline.

Topics covered:

• Where Ferg would hedge his portfolio

• The usual suspects: uranium, China, oil

• A few popular stocks: Hydrograph ($HG) & Sable Offshore ($SOC)

• Plenty of off-topic conversation, whatever comes to mind, all completel…

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Every time we do these chats, I swear I need a follow-up session the next day, once I’ve actually processed everything and can ask all the questions that pop into my head afterward.

Ferg drops so many good insights that it always takes my small brain (but big head) a day or so to absorb them. 😅

Where to find …

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I don’t think there’s any point writing shite just to keep up appearances. To me, it’s just a waste of your time and people (should) see straight through it.

Right now I’m back on the continent of antics, South America, in Medellín, about to head out into the copper jungle with Andina Copper. Things are picking up fast and I’m fully involved in the fieldwork.

Fancy that. If you’d told me a couple of years ago, when I was sitting in a comfortable air conditioned office at an Australian mine site, that I’d be here now, I would have laughed and told you where to go.

Over the past couple of weeks I was in Bali celebrating my mentor and good friend getting married.

It was great to be back and catch up with Ferg and a few mates we have in common. I lived in Bali for about four years back when I was working as an exploration geologist in Australia, so the place always feels familiar.

The wedding itself was a serious show. An absolute spectacle with a great group of people, held in a part of Bali I had never visited before, Ungasan in Uluwatu.

In classic Ferg fashion, a man of calculated words, he nailed it in his wedding speech. He spoke about how rich he is in life, family, health, lifestyle, friendships, and that is what truly matters most.

It was great to spend time with Ferg, and of course I picked his brain on where he’s putting money to work. Off the back of that I’ve made a few changes to my own portfolio.

Markets are running hot right now, and it feels bloody good knowing that whatever I’m sitting on are taxed through my US LLC setup.

For those keeping track, that’s the blueprint I’m following to build proper wealth over the next few years.

In this article I’ll share my current portfolio, a few thoughts on the international banking side of things, and some comments on Argentina as Milei got blitzed in the first round of the midterms.

Argentina, the same old shit?

I have noticed Argentina feels cheap again, at least when I look at my bills from the past month. It is wild how quickly the pendulum swings down here. One month you feel the squeeze, the next you are suddenly back on easy street.

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I was back in Colombia visiting the Cobrasco core shed and finca. We’re pushing things forward on the ground, and with Colombia heading for a change in government next year, it’s exciting on a personal level to be involved in the early stages of what could become a major porphyry copper discovery. If policy shifts in favour of the industry, we’ll be well positioned.

I also spent some time in Antofagasta, Chile. Let’s just say it’s not a place you visit for the scenery, but geologically, it’s a different story. The coastal cordillera oxide copper belt here is special, and it’s easy to see why Marimaca Copper has such a premium share price. Our ground in this belt (Mantau), which came with the Rugby acquisition, has real potential and it was great to be on the ground there.

One of the most exciting updates for Andina is Tony Manini joining as Chairman. Tony is one of Australia’s most successful mining entrepreneurs, having played a key role in building hugely successful mining companies both in Australia and overseas. He’s also a major shareholder of Andina Copper.

Add in Bryce Roxburgh, another Australian mining entrepreneur with major South American wins, and Joseph van den Elsen leading the company with fluent Spanish, great track record, and serious business experience across the region, and we’ve got a leadership team that’s hard to beat…

And all with serious skin in the game!

We’re also preparing to up-list to the TSX-V and the ASX. Expect a steady stream of exploration and corporate updates in the near term, I’ll share more as they’re ready to go.

Onto this article: I’ll share updated portfolio positions and weightings, including a new stock I’ve bought, plus an updated international banking list with commentary.

Investment Portfolio

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I’m definitely not a natural interviewer, and the last thing I want is for these chats to feel formal or rehearsed. It’s just me sitting down to talk markets and pick up whatever insights I can from my mate Ferg.

First question: What the hell do I do with Boss Energy now?

Then we get into:

…

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That’s usually when the escape itch kicks in.

Right now I am in Rio de Janeiro, and soon I will head to Jamaica to watch my brother Beau play in the third test, West Indies vs Australia.

Being somewhat closer in Rio, and a former cricket tragic as a young bloke, I figured I better make the trip.

What I love about South America: being based in the Southern Cone means Rio de Janeiro is only a $150 flight from Aeroparque, the city airport just 10 minutes from my apartment in Buenos Aires.

Return flights from Buenos Aires are under $250 USD, and you can rent a half decent Airbnb in the wealthiest and safest suburb of Rio, for around $30-40 USD a night.

The last few mornings here in Rio have consisted of a coconut and coffee by the beach, followed by an outdoor workout. Reminds me of my Bali days. It’s winter in South America, but the weather here is perfect.

In this piece I’ll cover:

• Buenos Aires, what I’m actually spending now.

• Rio de Janeiro, second time here and loving it - all my recommendations.

• My portfolio updates, including Pampa Metals which has become a large position after an +80% gain this month.

• Internationalisation - another big update with progress.

Buenos Aires 🇦🇷

Let me get this out of the way: the place feels relentless right now.

Here comes a large rant.

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1:12 – Uranium

Market fatigue, utility under-contracting, and the case for uranium bulls.

8:11 – PGMs (Platinum Group Metals)

Platinum and palladium discussion tied to supply chains and industrial demand.

17:20 – Lithium

Discussion of lithium sentiment, volatility, and comparison with uranium and copper.

21:20 – Nam Cheong / Offshore

Offshore oil, …

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I’ll cover:

• Colombia – Thoughts from Medellín and time spent on the ground at the Cobrasco copper-moly project

• Australia’s wealth tax – The bitter disappointment continues

• Ronin Resources – A quick update for those following along

• Portfolio changes – What I’ve been buying, and where I’m sitting tight

• Final thoughts – On diversification, living situation, and how I’m thinking about asset allocation

Colombia 🇨🇴

This trip to Colombia was really eye-opening for me. I got a much better feel for the country.

I quite like Medellín, but only certain parts. The weather really does live up to the “city of eternal spring” reputation, and barrios like Envigado and Laureles are genuinely pleasant.

The northern part of El Poblado was okay too, but overall, the trip made me appreciate Buenos Aires even more. Apparently El Poblado has gone downhill big time in the last 10 years, and it felt like it.

I was lucky to hang out with Joe and while in Medellín. Joe, Pampa Metals’ President and CEO, lived there for years and knew the city well, he took me to some great local spots I definitely wouldn’t have found on my own. Tom had also been there for a few weeks and had a solid list of his own.

One surprise: I came across a surprisingly good parrilla, the Leñas y Carbón franchise. Like most places, it depends on what you order, but I had a quality 300g picanha steak with an entrée of chicharrón in guacamole for around $23 USD.

Great value in my opinion, especially compared to what I usually pay back in Buenos Aires.

It goes without saying, but the best thing about Colombia is the quality of the fruit, and of course, the coffee. Truly second to none, even if they say the best stuff gets exported, it tasted pretty bloody great to me.

So… Why Was I in Colombia? Pampa Metals ($PM.CN) 🇨🇴⛏

Tagging along with Joe to nearly every stakeholder meeting for the Cobrasco porphyry copper-moly project was incredibly valuable, the kind of experience you just can’t put a price on.

My main takeaway…?

This project will move forward. Barring any surprises, drilling looks set to restart in the second half of the year, and I plan to be there when it does.

Unless something truly unforeseen gets in the way, drilling will recommence at Cobrasco in the second half of the year. And that’s what I’m here for, I want to be onsite for drilling and deeply involved here.

We met with the Cobrasco field team, local community leaders, drilling companies, and a range of stakeholders. What stood out to me was the depth of understanding around how to actually get things done in Colombia.

I was also really impressed by the competency and professionalism of the local community who Rugby Resources has the work agreement with. They’re engaged, informed on policy, and genuinely pro-business. Support for responsible exploration practices was clear across the board.

Joe’s experience in Colombia is second to none. He’s still the X-factor when it comes to moving Cobrasco forward, and to be clear, the fact that he’s stepped in and brought this project back to life is a huge win for everyone involved.

I’m confident the market will eventually catch on to just how big this opportunity is, and when it does, there’ll be a real “oh shit” moment.

We visited Quibdó, the closest city to the Chocó porphyry belt, where Cobrasco is located. The city’s only a 20-minute flight from Medellín’s city airport, a big plus when it comes to logistics for Cobrasco.

For me, it was great to see drill hole CH003 again:

It’s seriously special drill core to any geologist.

This project is going to be a great one to track in Leapfrog Geo. You can already see in the screenshot below just how substantial the three drill holes were that Rugby Resources drilled in 2022 to discover Cobrasco.

God forbid you throw a rough Cu% volume on that at a reasonable cutoff… you might actually get people excited.

Ronin Resources Update ($RON.AX) 🇦🇷⛏

Everything is going to plan. We have a strong shareholder register and continue to advance our disciplined acquisition strategy, focused on high-quality projects that can deliver long-term value.

We’re actively reviewing new opportunities, with a clear focus on assets that have the potential to drive an immediate and meaningful re-rate.

I recently attended Arminera, Argentina’s largest mining conference. While the event had a heavy service-provider presence, I had the opportunity to speak with and present Ronin Resources to several provincial government representatives (including the Mines Minister in Rio Negro), important because all mining rights in Argentina are administered at the provincial level.

It’s also encouraging to see continued confidence reflected in our stable share price, holding around $0.20.

Finally, I’m currently working on a much-needed update to our website to better reflect our strategy and recent activity.

Australia’s Wealth Tax 🇦🇺

Australia’s government recently confirmed its plan to introduce a tax on unrealised capital gains, meaning investment gains that haven’t yet been sold or realised.

For now, this measure applies only to superannuation accounts with balances over $3 million. But the significance isn’t just about who it targets today, it’s about the direction it signals.

Once a framework like this is in place, it can be expanded over time. And when governments face structural deficits, the pressure to broaden the base tends to increase.

It’s a major policy shift, and for long-term investors, it raises important questions about how wealth is treated and what incentives are being put in place, or taken away.

Very, very disappointing.

The RBA’s started cutting rates again, which usually means they’re seeing signs the economy’s slowing down. Sure, rate cuts can give things a short-term boost, but they also put pressure on the Aussie dollar, especially when they’re happening alongside policies that make investors nervous or push capital away. It’s not exactly the kind of setup that attracts long-term investment. In fact, it tends to do the opposite.

A number of individuals I know, professionals, business owners, and investors, are already taking steps to diversify internationally from Australia.

What I’ve noticed, at least within my circle, is that people are starting to look seriously at structures and residency options in other jurisdictions as a precaution.

Paraguay still stands out as one of the more notable and realistic ones.

Here’s exactly how I set it all up - a clean, legal structure that works for anyone, not just Australians.

When policies this extreme start getting rolled out, if you’ve got the drive, it makes sense to start thinking ahead.

Of course, I care deeply about Australia, it’s home. But the way we’ve been voting, combined with a weak opposition and some of the policies we’ve seen in recent years, is making it harder for people to plan long term or feel motivated to build something meaningful. That trust in the system is starting to wear thin.

The Australian public seems to have forgotten that the country was built on a successful capitalist foundation, driven by its geographic position and vast natural resources. For decades, this combination made it one of the best places in the world to create wealth.

That said, I’m still hopeful. I was back in Australia last month and took the time to follow a few politicians more closely. Matt Canavan really stood out, he’s one of the few speaking with clarity and common sense, and I hope he gets the recognition he deserves.

Portfolio Update 📊

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It’s a full recap of how I broke ties with the ATO (Australian Tax Office), moved my income international, and built a structure that lets me legally live between my two favourite spots in South America.

I’m not high net worth. Just an average guy chasing a different kind of opportunity and financial freedom, one that isn’t weighed down by tax headwinds and a rising cost of living like back home.

I’ve spend three years outside of Australia with only the rare visit back home to see family (currently in Tasmania for my brothers wedding - the irony).

Thank god citizenship and tax are two different things, not like the US, where they’ll chase you around the world just for holding a passport.

This article breaks down the full process into eight key parts:

1. CRS – Common Reporting Standard (important)

2. Ceasing Australian Tax Residency

3. Paying the Deemed Disposal Tax Bill

4. Using a U.S. LLC for Global Invoicing & Ownership

5. Paraguay: The Perfect Tax Base

6. Potential Future Friction Points

7. Summary + Full Accounting Fees & Costs

Disclaimer: I am not an expert in these fields, nor am I formally qualified. I have simply spent a significant amount of time researching my own situation, asking questions, and speaking with people who are. It has taken up a big part of my life over the past couple of years, and hopefully you will see why.

At the end of the day, this is a legal tax structure tailored to my circumstances. If I can pull it off, so can you, but please, do your own research!

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But this one was extra special.

I’d been looking forward to sitting down with the big man () and diving into the topics above, especially with all the tariff-driven serious market turmoil.

We also answered your questions.

Ferg’s latest article (released last night) is a must-read - it’s titled “Signs of …

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In this article, a look at how much I’ve allocated to the current open private placement at Pampa Metals and which company I sold to participate, and why I’m excited for them to list on the TSX-V.

Opened a new trading account—this is the real ticket to legal tax-free freedom. I’ll explain why and how it’s set up.

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Despite what I say or tweet, Buenos Aires is still my favorite city in Latin America.

In Asunción, I was flat out with my new part-time role at Pampa Metals, so I didn’t get to do as much as I’d hoped—mostly parked up at El Café de Aca in Villa Morra, answering emails and handling Canadian private placement subscription forms.

It’s always great slipping over from Buenos Aires—just a cheap 90-minute flight, residency card in hand, and the cost of living/bang for your buck is unbeatable in today’s world. Airbnb is cheap, the food (steak and sushi) is excellent, the gyms are top-notch, and you can find just about anything in large shopping centres at the best prices in South America.

With all that said, I did manage to catch up with a like-minded expat in Asunción , sign a tax document to fast-track everything, check out some great nightlife spots (not indicating by who until the end), eat incredible steak, and train at the best gym I’ve come across in South America.

I also had the chance to tour the Paraguay Congress with Eduardo Nakayama—an independent senator in Paraguayan politics.

How did this come about? For those interested, it traces back to the Anthony Bourdain: Parts Unknown series on CNN. One of my favourite episodes is his Paraguay visit, where Eduardo features in a dinner with Bourdain after uncovering Bourdain’s family ties to Paraguay through his French ancestry. Eduardo is also a historian and deeply passionate about his country.

It still blows my mind where posting on social media can take an unimportant bogan Australian. Eduardo even gifted me an epic signed book on the history of Paraguayan beef (pictured below).

I’ll share some of the facts I learned about Paraguayan politics from talking to expats, locals, and Eduardo in this article (behind the paywall). This will be completely unfiltered, and you’ll see exactly why I’ve chosen to put it there. Scroll to the end of the article if you’re interested.

When I arrive in Asunción I feel as if it offers a rare mix of anonymity and freedom—it’s incredibly safe, and as a foreigner, you get the sense that the government won’t interfere in your affairs (ever). Despite its low tourism profile, it ticks all the boxes for a high-quality life abroad.

The purpose of this article is to run through the progress I’ve made on internationalisation.

I’d say I’m about 70% through the entire bureaucratic process of setting up a truly legal, tax-free lifestyle.

After numerous phone calls to my broker in Australia and a deep dive into optimising my banking setup to avoid the hefty spending fees that seem to come with banks linked to a US LLC, I’ve come up with a plan.

It’s way more cost-effective, but it does come with a calculated risk. I’ll break it all down here—what I’ve come up with and the trade-offs involved.

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