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.