Behind The Advice Australia
Podcast Description
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.
Podcast Insights
Content Themes
The podcast explores key themes such as financial strategies for expats, property investment insights, and tax implications. Specific episodes include detailed discussions on navigating the Australian property market, rent-vesting strategies, and auction tactics, providing actionable advice tailored for the unique challenges faced by expats.
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.
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 if not properly planned.
Our guest on this episode is Tara Buchanan, an experienced Tax Accountant and Managing Director at Worldwide Advisory, who specialises in working with Australian Expats. Tara brings deep insight into the common mistakes expats make when returning to Australia and the proactive steps that you can take for a smoother transition home.
In this episode, we cover:
- When and how the ATO considers you a tax resident again
- Timing strategies around your return date
- How overseas assets, including shares and property are treated upon return
- The concept of “deemed acquisition” and resetting your cost base
- Tax treatment of foreign pensions like 401(k)s, CPFs, and MPFs
- How to re-engage with superannuation once you’re back
- Practical timelines and planning tips to make your return smoother and more tax-efficient
This episode is packed with must-know tips. It’s never too soon to start thinking strategically about how a return to Australia can impact your financial position.
To learn more about how Runway Wealth Management can assist you on your Expat journey, be sure to check out our website here: www.runwaywealth.com.
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