Behind The Advice Australia

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: Not...

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...

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...

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...

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 Worl...

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: No...

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 editio...

For Australians living in the United States or considering a move, understanding the US visa system is about far more than immigration paperwork. Visa choices can have lasting consequences for your career flexibility, financial planning, and tax obligations, often in ways Expats don’t anticipate until it’s too late.   In this episode of the Behind the Advice podcast, host Mitchell Kelsey speaks wi...

Welcome to the January 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:...

In this episode, we dive deep into the biggest market moments of 2025 and unpack what investors should be watching as we move into 2026. It was a year marked by shifting economic conditions, standout sector performances, and a rapidly changing global landscape.   Hosted by Mitchell Kelsey, this episode welcomes back returning guest Adam Bolton, Director and Financial Adviser at Bolton Financial Se...

Welcome to the December 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.    In this month’s edition, we discuss:    📊 A Note from the Dire...

In this episode of Behind the Advice Australia , we unpack managing your tax and finances as an Australian Expat in Canada.    Whether you're planning a move to Canada, already settled there, or preparing to return home to Australia, this episode aims to help you navigate the complexities of cross-border finances with confidence.   We’re joined by Jonathan Bell, a CPA and Chartered Accountant at P...

Welcome to the November 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. In this month’s edition, we discuss: 📊 A Note from the Director...

In this episode of Behind the Advice Australia, we tackle one of the biggest financial challenges facing Australian expats - repatriation. Returning home isn't just about booking flights and packing your belongings. Determining residency rules, understanding capital gains tax, managing foreign pensions and assets are a critical part of an Expat’s repatriation that can have serious tax implications...

Buying property in Australia while living abroad can feel like navigating a maze, but it doesn’t have to be.   In this episode, I’m joined by Joe Perrone, Partner at Ortus Financial and an experienced finance broker, to demystify the lending process for Australian expats. We explore how lending policies differ for expats, what challenges you’re likely to face, and what banks look at when assessing...

Mitchell Kelsey is joined by Tax Advisor Nathan Cosley from Costical Tax, to unpack the often confusing world of Australian taxes for expats. They dive into everything from determining your tax residency status to understanding obligations for non-residents, managing taxable income, and capital gains tax on property and shares. Plus, they break down the common mistakes expats make—and how to avoid...

Mitchell Kelsey sits down with Jacob Chester, Senior Associate at Crest Lawyers, where they dive into the often-overlooked world of estate planning for Australian Expats. Navigating multiple legal systems, conflicting tax jurisdictions, and international assets can make planning your estate more complex but also more essential. Jacob Chester shares his journey into practising Wills and Estates law...

In this episode of Behind the Advice , host Mitchell Kelsey sits down with Financial Advisor Adam Bolton to break down the dos and don’ts of investing in shares as an Australian expat . Whether you're living overseas or just thinking about taking the plunge, this episode is packed with insights on maximizing returns, minimizing risk, and making the most of expat tax benefits . They cover:  📈 The...

In the first episode of Behind the Advice, host Mitchell Kelsey kicks things off with buyer’s agent Hugh Lilly to unpack the complexities of the Australian property market. They explore the challenges Australian expats face when purchasing property, the benefits of working with a buyer’s agent, and key market trends. From tax implications to rent-vesting strategies, Hugh shares expert insights to...