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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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…

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…

Proposed changes to superannuation taxes before Parliament
Andrew Dunbar
May 20, 2025
We’ve previously written about the government proposal to levy additional tax for those with $3M+ super balances, which had been awaiting parliamentary approval. With Labor winning a majority in the…

How to get a foot on the property ladder
Matthew Baker
May 12, 2025
Getting into the property market today can feel like a significant challenge. House prices are rising faster than most of us can save in many cities and suburbs. However, with…

Closing the retirement savings gap for women
Tracey Pace
May 09, 2025
In Australia today, women are still retiring with around 30% less superannuation than their male counterparts. And while some positive systemic changes are taking place, such as the government introducing…

The gift of financial literacy
Emily Lanciana
May 08, 2025
Financial Literacy for Kids Today’s youngest generation is often called ‘Generation Now’ because life is on-demand, from entertainment to information. While there are many advantages to the accessibility of just…

The Spirit of ANZAC: A Legacy of Unity
Andrew Dunbar
Apr 22, 2025
When reflecting each year on ANZAC Day, I am continuously amazed and inspired by the thousands of young Australians who answered the call to serve their nation and its allies…