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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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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…

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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…

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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…

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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…

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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…

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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…

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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…

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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…

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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…

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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…

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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…

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Smart Tax Tips to Prepare for Financial Year End 2024/25

Andrew Dunbar

Jun 03, 2025

With 30 June fast approaching, now is the time to make sure your tax planning is on track. A little proactive preparation now can go a long way – helping…

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