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Tips to navigate property ownership for Australian expats

Property ownership can be a great way to build wealth. However, if you’re an expat, property investments can be complex, and it pays to do your research. Whether you are considering keeping the former family home when you relocate or buying property as an investment, there are a few factors to weigh up when deciding […]

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Is home ownership the only way to get ahead?

Owning your own home on a quarter-acre block used to be the ‘Great Australian Dream’. But we have seen several shifts since the post-war years, from denser housing reshaping the dream to today, where owning a home is a considerable financial commitment – and out of reach for many. However, despite changing housing needs and […]

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Using an SMSF to purchase commercial premises for medical practitioners

As a medical practitioner and business owner, one of the key components of your financial journey is deciding whether to acquire or invest in commercial premises for your practice. In this article, we will delve into the benefits and considerations associated with purchasing your commercial premises through your self-managed super fund (SMSF). What is an […]

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A tale of two SMSFs

When it comes to managing your self-managed super fund (SMSF), a lot is at stake. How your fund is managed can make or break your retirement. And when you have so much access and control to make changes to your investments, it’s essential to have a diversified investment strategy and the discipline to stick to […]

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The Pros and Cons of an SMSF

A self-managed super fund (SMSF) is not for everyone. It can take significant time to manage, and you must have some knowledge and an interest in staying current on the markets and superannuation legislation and changes. But the control it offers can be worth it for those willing to invest the time. Here is a […]

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Is an SMSF for me?

A self-managed super fund (SMSF) is essentially a private superannuation fund set up for individuals (up to six) to manage their own retirement savings. Today, according to ATO data, Australia has 606,217 SMSFs in operation, managing $889 billion in assets. In contrast to regular superannuation funds, an SMSF gives its members a proactive role in […]

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Our People

David O’Brien

David is a Financial Advice Associate with a strong background in the financial industry. He holds a Graduate Diploma in Financial Planning and a Bachelor of Business Studies degree. Leveraging seven years of experience in the financial advice industry, David finds fulfillment in assisting individuals in achieving their financial goals. Outside of work, David enjoys […]

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Our People

Tyler Hempel

Tyler helps to deliver a high-quality service to Apt Wealth clients. He is currently completing a Bachelor of Commerce degree at Deakin University, majoring in Financial Planning. Outside the office, Tyler likes spending time with family and friends. He is an outgoing individual who enjoys watching and playing all kinds of sports, especially basketball and […]

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Investing in 2024

At the start of the new year, many of us are thinking about our investment portfolios and whether we need to make any changes for the year ahead. With global tensions and uncertainty in some markets set to continue this year, it’s a good time to remind our clients and our community of the core […]

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Kickstart 2024 with clear financial goals

As we usher in the new year, many of us are thinking about our goals for 2024, keen to ensure we’re moving in the right direction. To start the year off right, we’ve outlined some steps you can take to effectively plan your financial goals and arrive at your desired financial destination. Reflect on the […]

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