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Aptitude Spring 2024

By APT Admin | 09/10/2024

Apt Wealth Partners - Quarterly News

APT Admin

Latest Articles

Tax-effective strategies to manage superannuation in FY 2025/26

Connie Yi

04/07/2025

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

27/06/2025

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

24/06/2025

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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General Advice Warning

The information provided on this website does not constitute financial product advice. The information is of a general nature only and does not take into account your individual objectives, financial situation or needs. It should not be used, relied upon, or treated as a substitute for specific professional advice. Apt Private Capital is a business name of Apt Wealth Partners. Apt Wealth Partners (AFSL and ACL 436121 ABN 49 159 583 847) and Apt Wealth Home Loans (powered by Smartline ACL 385325) recommends that you obtain professional advice before making any decision in relation to your particular requirements or circumstances.

Apt Wealth Partners is an incorporated financial adviser.  Our partners or their associated entities are shareholders in the Apt group parent company.

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