In this episode of Behind the Advice Australia, we explore how Australian Expats should approach investment planning in 2026.
Living overseas creates a unique set of challenges when it comes to investing. Tax residency, investment structures, platform availability, and long-term planning all play a critical role in shaping investment outcomes.
Joined by Tara Buchanan, Managing Director at Worldwide Advisory, we unpack how the expat investment landscape has evolved and what Australians abroad need to be thinking about to avoid costly mistakes and build a strategy that supports their future.
Key takeaways from this episode include:
- Investment success as an Expat starts with getting the tax and structural foundations right;
- Tax residency is the cornerstone of every investment decision;
- Taxable Australian property vs. non-taxable Australian property;
- Flexibility and adaptability are key in Expat investment strategies;
- You don’t need to invest offshore to invest tax-effectively;
- Planning opportunities and considerations when it comes to investing in property, shares, ETFs and superannuation.
- Common investment pitfalls for Expats.
To learn more about Tara and her work with Australian Expats, or to get in touch, visit:
To learn more about how Runway Wealth Management can assist, 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.