Financial Planning News and Insights

Australia is a popular destination for UK expats for many reasons. But before you make the move, there are some important financial considerations you need to be aware of, or…

After months of consultation and public debate, the federal government has released major updates to the proposed Division 296 tax on superannuation. The changes aim to make the policy fairer…

Photo: Andrew Dunbar – CEO (left), James McGregor – Executive Chairman (right) At Apt Wealth Partners, our purpose has always been clear – to help you live for today while…

More than 4 million Australian homes now have rooftop solar, representing one in three homes across the country. The decision to install solar panels is often driven by environmental concerns…

Should I buy property or shares? It’s one of the most common questions we hear at Apt Wealth Partners. Shifts in property tax policy, a volatile global share market and…

Managing currency risk as an expat Living abroad opens up a world of opportunity. But it also introduces new financial risks, including currency risk exposure. When your income, assets or…

Many Australians receive a significant inheritance from loved ones at some point in their lives, but it seems now many are banking on it. Figures show about 29 per cent of Australians are expecting an inheritance and they intend to spend some or all of it to purchase property or pay off existing debt.

In a significant overhaul aimed at redefining aged care in Australia, the Aged Care Act 2024 introduced sweeping reforms on 1 November 2025. This landmark legislation promises a future where…

The first week of September marks Include a Charity Week, an initiative to raise awareness of charitable gifts in wills. It’s the perfect time to explore how bequests can make…

Working overseas may offer exciting lifestyle and career opportunities, but it also brings a complex range of tax considerations. Understanding tax obligations for an Australian working overseas is critical to…

For UK expats living in Australia, estate planning can be a complex proposition. It means navigating two tax regimes, two sets of legal systems and the nuances of cross-border asset…

Whether you’re relocating, retiring or investing across borders, navigating the tax systems in both Australia and the United States can be rather complex.   The differences are significant, and without…