Search Apt.

Blog Article

Apt Wealth Partners has been shortlisted for the Women in Finance Awards 2021

Apt Wealth Partners is excited to announce they are a finalist in the Women in Finance 2021 Awards. This year, Melita Daff and Daniela Durpetti have both been recognised for their great work and contribution to Apt, named finalists for Innovator of the Year and Administrator of the Year, respectively. Apt has also been shortlisted […]

Read more

Blog Article

7 tips for successful farm succession planning

Succession planning for the family farm can be highly complex and emotional. The retiring family members have likely invested significant time and money into the property, and it can be hard to let go. Disconnect between the wants and needs of adult children can also be substantial, particularly when there are on and off-farm kids. […]

Read more

Blog Article

Managing Single Stock Risk and Employee Share Plans

As an executive, senior leader, board member or partner at a listed company, it’s likely that you hold some form of employee share plan. These shares may represent a significant part of your portfolio and, in many cases, that has led to positive financial outcomes. But, if you’re drawing your income from and investing in […]

Read more

Blog Article

Stay vigilant: Scams on the rise during the pandemic

It’s a sad reality today that many Australians are targeted by financial scams. It’s something we’ve talked about before, but in the wake of the COVID-19 pandemic, it’s clear that scams are on the rise – and getting more sophisticated. According to the Australian Competition and Consumer Commission, Australians lost more than $851 million to […]

Read more

Page

Apt Private Capital

Preserve and grow your wealth. Protect your legacy.   As wealth accumulates, so does the complexity of wealth management and wealth preservation. An Apt Private Capital Bespoke Strategy enables you to navigate this complexity to preserve and grow your wealth, and protect your legacy. Apt Private Capital has a long history of helping individuals, families […]

Read more

Blog Article

Top 100 Financial Advisers: Andrew Dunbar, Director, Apt Wealth Partners

This article was originally published in The Australian’s The Deal magazine. If you are a subscriber you can access the article here. Many of our leading financial planners ultimately became advisers after spending their early careers doing something else, typically accounting or banking. Andrew Dunbar, a Director of Apt Wealth Partners, reckons he wanted to […]

Read more

Blog Article

Are NFTs an investment?

You might have noticed some buzz lately around something called Non-Fungible Tokens or NFTs, which are essentially a digital certificate of ownership for digital assets, such as images and video. For some, NFTs might be an entirely new concept, but they have actually been around since 2014. They have become more widely recognised recently thanks […]

Read more

Blog Article

Returning to Australia with US taxes

Many Aussies will obtain a green card or US citizenship to provide certainty that they can stay or return to the US at a later date. However, the United States is one of only two nations that impose taxes on their citizens regardless of where they permanently reside or hold their assets. So even if […]

Read more

Blog Article

Three ways a financial adviser can help you navigate aged care

Whether you are planning ahead for yourself or exploring options for a loved one, navigating Australia’s aged care system can be a minefield. Many are understandably feeling even more trepidation about the decision in the wake of the recent Royal Commission. At the end of the day, whether it is for a spouse, parent, or […]

Read more

Blog Article

Budget 2021/2022: What you need to know

As the pandemic recedes, this Budget was always going to be an interesting one, and there was much speculation as to how the Morrison Government was going to address current and future challenges. There are significant new measures and changes, some expected and some less so. Here’s a summary of what you need to know. […]

Read more