In this episode of Behind the Advice, we explore one of the most important pillars of long-term wealth creation for Australians - Superannuation.
Our host, Mitchell Kelsey is joined by Adam Bolton to unpack the fundamentals of Superannuation, common pitfalls and practical strategies to help Australians both at home and abroad build a stronger retirement future.
A key focus of the conversation is how Australian Expats should think about their Super while living overseas, and why it should remain an active part of their financial strategy rather than a forgotten asset.
In the episode, Mitchell Kelsey and Adam Bolton cover:
- Superannuation basics – key terms & concepts to understand;
- Navigating retirement challenges for Australians;
- Managing your Superannuation as an Australian living overseas;
- Strategic contributions to build your Superannuation;
- How to approach investing once funds are in Super;
- Investing inside Super vs outside Super: balancing tax efficiency with flexibility;
- Designing a retirement plan & elevating your Super strategy;
- Common mistakes when it comes to Superannuation.
To learn more about how Runway Wealth Management can assist Australians living and working overseas, check out our website here:
General Advice Disclaimer: The information contained herein is of a general nature only and does not constitute personal advice. You should not act on any recommendation without considering your personal needs, circumstances, and objectives. We recommend you obtain professional financial advice specific to your circumstances.
What is Behind The Advice Australia?
The go-to podcast for Australians living abroad who want to take control of their finances and make the most of their expat experience. Hosted by Mitchell Kelsey, a Financial Adviser at Runway Wealth Management—one of the leading firms specializing in financial advice for Aussie expats—this podcast dives into expert insights, strategies, and real-life stories. Each episode features conversations with professionals from various industries, along with Mitchell’s own firsthand advice, helping you navigate the financial challenges and opportunities of life overseas.