Behind The Advice Australia

Runway Wealth Management
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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.

  1. 2d ago

    Managing your Tax and Financial Planning as an Australian Expat in New Zealand

    Moving between Australia and New Zealand may seem straightforward, but your tax and financial planning can become far more complex once you cross the Tasman. In this episode of the Behind the Advice Australia Podcast, Mitchell Kelsey is joined by Connie Lui, Tax Advisor and Director of NZ International Tax & Property Advisors, to discuss the key tax considerations for Australians living and working in New Zealand. Together, they explore the differences between the Australian and New Zealand tax systems, explain how KiwiSaver works, discuss the Transitional Residency concession, and cover important considerations for Australian superannuation, investments and property. Whether you've recently moved to New Zealand, are planning a relocation, or expect to return to Australia in the future, this episode provides practical insights to help you better understand your cross-border financial position. In this episode, we discuss:  •        How Australian tax residents become New Zealand tax residents. •        The four-year Transitional Residency concession and how it can reduce tax on certain foreign income. •        Annual tax obligations in New Zealand, including tax returns and tax rates. •        How KiwiSaver works, including employee, employer and government contributions. •        How investment earnings within KiwiSaver are taxed. •        Transferring KiwiSaver to Australian Superannuation when returning home. •        The tax treatment of Australian Super while living in New Zealand. •        Tax considerations for Australian investment properties and share portfolios. •        Common tax mistakes Australians make after moving to New Zealand. •        Why coordinated tax and financial advice is important for Australians living across the Tasman. To learn more about Connie Lui and her team at NZ International Tax & Property Advisors, visit: https://nztaxprop.co.nz/ To learn more about how Runway Wealth Management can assist Australians living and working overseas, visit: https://www.runwaywealth.com/   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. Runway Wealth Management Pty Ltd (ABN 17 677 212 967) (Corporate Authorised Representative No. 001311450) are authorised representatives of AFSL 340289.

  2. Jun 8

    The Runway Report Newsletter – June 2026 Edition | Market and Economic Insights for Australian Expats

    Welcome to the June edition of The Runway Report Newsletter, our monthly market and economic update prepared specifically for Australian expats. Each month, we provide informed commentary on the latest developments in financial markets, economic trends and policy changes that may impact Australians living and investing abroad.  Here’s a summary of the topics featured in this month’s edition: Note from the Director: Understanding the impact of currency movements on global investments.Expat Insight: Returning to Australia with a Foreign Pension Account: Why planning ahead is crucial.Market Movements: Global share markets continued their strong run in May, with the S&P 500 rising for nine consecutive weeks.Economic Update: Australia's economy expanded by 0.3% in the March quarter and 2.5% over the year to March 2026.The Runway Report Newsletter is designed to keep Australian expats informed about the latest financial developments and support sound decision-making in a global context. 🔔 Subscribe to our channel for regular updates and professional insights tailored to the needs of Australian expatriates. To learn more about how Runway Wealth Management can assist you on your Expat journey, be sure to check out our website here: https://www.runwaywealth.com/   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.

  3. May 11

    The Runway Report Newsletter – May 2026 Edition | Market and Economic Insights for Australian Expats

    Welcome to the May edition of The Runway Report Newsletter, our monthly market and economic update prepared specifically for Australian expats. Each month, we provide informed commentary on the latest developments in financial markets, economic trends and policy changes that may impact Australians living and investing abroad.   Here’s a summary of the topics featured in this month’s edition: Note from the Director: New Podcast Episode - Keeping your Super working while living abroad.Expat Insight: As the Australian financial year draws to a close on 30 June, now is an ideal time for Australians living overseas to review their Super contribution planning.Market Movements: Australian shares recovered in April following a difficult March, with the S&P/ASX 200 delivering a positive return of 2.2%.Economic Update: Global share markets rebounded strongly in April, supported by improving investor sentiment and stronger-than-expected corporate earnings.The Runway Report Newsletter is designed to keep Australian expats informed about the latest financial developments and support sound decision-making in a global context.   🔔 Subscribe to our channel for regular updates and professional insights tailored to the needs of Australian expatriates.   To learn more about how Runway Wealth Management can assist you on your Expat journey, be sure to check out our website here: https://www.runwaywealth.com/ 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.

  4. Apr 23

    Superannuation and Retirement Planning for Australian Expats

    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 Adam Bolton, reach out to Bolton Financial Services: www.boltonfs.com.au   To learn more about how Runway Wealth Management can assist Australians living and working overseas, check out our website here:  https://www.runwaywealth.com/   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.

  5. Apr 14

    The Runway Report Newsletter - April 2026 Edition | Market and Economic Insights for Australian Expats

    Welcome to the April edition of The Runway Report Newsletter, our monthly market and economic update prepared specifically for Australian expats. Each month, we provide informed commentary on the latest developments in financial markets, economic trends and policy changes that may impact Australians living and investing abroad.  Here’s a summary of the topics featured in this month’s edition: Note from the Director: Investing for the Next Generation - How to start investing for your children or grandchildren.Expat Insight: How returning Expats can boost retirement with the Downsizer Contribution.Market Movements: Australian shares fell sharply in March, driven predominantly by the ongoing conflict in the Middle East.Economic Update: Persistent inflation is putting pressure on the Reserve Bank of Australia to consider further interest rate increases at its 4–5 May meeting.The Runway Report Newsletter is designed to keep Australian expats informed about the latest financial developments and support sound decision-making in a global context. 🔔 Subscribe to our channel for regular updates and professional insights tailored to the needs of Australian expatriates. To learn more about how Runway Wealth Management can assist you on your Expat journey, be sure to check out our website here: https://www.runwaywealth.com/  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.

  6. Mar 23

    Investment Planning for Australian Expats in 2026

    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:  https://www.worldwideadvisory.au/   To learn more about how Runway Wealth Management can assist, check out our website here:  https://www.runwaywealth.com/   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.

  7. Mar 13

    The Runway Report Newsletter - March 2026 Edition | Market and Economic Insights for Australian Expats

    Welcome to the March edition of The Runway Report Newsletter, our monthly market and economic update prepared specifically for Australian expats. Each month, we provide informed commentary on the latest developments in financial markets, economic trends, and policy changes that may impact Australians living and investing abroad.  Here’s a summary of the topics featured in this month’s edition: Note from the Director: How much do you need to retire comfortably in Australia?Expat Insight: Higher Superannuation Caps from 1 July 2026.Market Movements: Australian shares rose strongly in February, with the ASX 200 gaining 3.7%, driven mainly by the Materials and Financials sectors. Economic Update: The Middle East saw a sharp escalation in tensions over the weekend of 28 February, following joint US–Israel air and missile strikes on Iran. The Runway Report Newsletter is designed to keep Australian expats informed about the latest financial developments and support sound decision-making in a global context. 🔔 Subscribe to our channel for regular updates and professional insights tailored to the needs of Australian expatriates. To learn more about how Runway Wealth Management can assist you on your Expat journey, be sure to check out our website here: https://www.runwaywealth.com/ 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.

  8. Feb 16

    The Runway Report Newsletter - February 2026 Edition | Market and Economic Insights for Australian Expats

    Welcome to the February edition of The Runway Report Newsletter, our monthly market and economic update prepared specifically for Australian expats. Each month, we provide informed commentary on the latest developments in financial markets, economic trends, and policy changes that may impact Australians living and investing abroad.   Here’s a summary of the topics featured in this month’s edition: A note from the Director: The Power of a Coordinated Approach. Expat Insight: Potential Changes to the CGT Discount on Property. Market Movements: Market Spotlight - AI continues to reshape the investment landscape.Economic Update: The Reserve Bank of Australia lifted the cash rate by 25 basis points in February, bringing it to 3.85%.The Runway Report Newsletter is designed to keep Australian expats informed about the latest financial developments and support sound decision-making in a global context. 🔔 Subscribe to our channel for regular updates and professional insights tailored to the needs of Australian expatriates. To learn more about how Runway Wealth Management can assist you on your Expat journey, be sure to check out our website here: https://www.runwaywealth.com/ 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.

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About

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.

Information

  • Creator
    Runway Wealth Management
  • Years Active
    2025 - 2026
  • Episodes
    20
  • Rating
    Clean
  • Copyright
    © 2026 Runway Wealth Management