Financial Planning News and Insights
The latest news and views from Apt Wealth
From superannuation and retirement to investments and planning for life events and milestones, our team shares expert insights on common financial planning questions.
As always, please contact us for personalised advice that takes into account your circumstances and goals.
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CATEGORIES

Navigating the aged care maze: What the new Aged Care Act means for Australians
Lisa Haley
Sep 04, 2025
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…

Charitable Bequests in Wills: How to Leave a Lasting Legacy
Andrew Dunbar
Sep 01, 2025
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…

What are the tax implications of working overseas as an Australian expat?
John Versace
Aug 26, 2025
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…

Estate planning for UK expats living in Australia: Navigating cross-border complexity
Toby Simpson
Aug 15, 2025
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…

What you need to know about US vs Australian tax rules before moving or investing
John Versace
Aug 08, 2025
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…

Estate Planning for Expats: A Practical Guide
Dermot Reiter
Jul 28, 2025
Estate planning is always important. It’s about ensuring your intentions are clear and your loved ones are protected. When you’re living abroad, estate planning becomes more complex, but also even…

Online Safety: Secure today to protect tomorrow
Mark Bardzinski
Jul 23, 2025
The recent cyberattacks on major Australian superannuation funds, which compromised member accounts and led to the theft of hundreds of thousands of dollars, are a harsh reminder that our digital…

The Bank of Mum and Dad: lending money to family while protecting your legacy
Dermot Reiter
Jul 10, 2025
With property prices soaring, the notion of home ownership is fast slipping from the grasp of young Australians. Where are they turning? The trusty ‘Bank of Mum and Dad’. It’s…

Tax-effective strategies to manage superannuation in FY 2025/26
Connie Yi
Jul 04, 2025
As we enter the 2025/26 financial year, superannuation remains one of the most powerful and tax-effective ways to build long-term wealth in Australia. The start of a new tax year…

Financial planning for moving overseas: What you need to prepare
Emily Lanciana
Jun 27, 2025
Relocating overseas can open the door to exciting new opportunities personally, professionally and, of course, financially. But before you book your one-way ticket, it’s important to think beyond the logistics…

The role of legal advice in financial planning
Dermot Reiter
Jun 24, 2025
Financial planning is about more than just numbers. It’s about living your best life and bringing your vision for the future to life. Integrating legal advice into the planning process…