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If you are an Australian expat who is living and working in the US or a US Expat in Australia, it’s quite possible that you hold significant retirement savings in both countries. Whether you plan to retire Down Under or in the States, it’s important to understand how these assets get treated between the two […]

Depending on your current life stage and financial goals, today’s low interest rates may be advantageous, but for those who are more reliant on cash, such as retirees, it can have a significant impact on income. Here are our top tips for making the most of your money in a low interest rate environment. Pay […]

Apt Wealth Partners is excited to announce it is a finalist in the Women in Finance Awards Wellness Program Initiative of the Year. The Women in Finance Awards showcases the industry’s most prestigious accolades recognising excellence across the entire financial services industry. The finalist list, which was announced over several weeks beginning on 3 August […]

Since the introduction of EFTPOS in the 1980’s, we have been slowly moving towards a cashless society, and there is no denying that COVID-19 has accelerated this process. At the height of the pandemic, we saw many businesses switch to card-only payments as an additional hygiene measure. We also saw many banks increase contactless payment […]

No one likes a tax, but it’s fair to say that stamp duty is one of the most universally loathed. It was a tax that was essentially meant to be removed when the GST was introduced, but somehow, some 20 years later, it is still a major thorn in the side of property purchasers all […]

As more businesses commit to continuing work-from-home arrangements, we are seeing many people considering a sea or tree change.  Once a lifestyle limited to retirees or those with regional job opportunities, it’s now a very real possibility for many professionals. But rushing into a lifestyle change is rarely a good idea. As with any major […]

Many Australians who had planned to retire in the coming months are rethinking their options, as COVID-19 has changed the landscape for retirees. For some, it is a financial decision due to the impact on their superannuation or because they can’t exit their business due to the current market situation. For others, it is more […]