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.

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.

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.