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Whether you are an Australian living abroad or an expat living in Australia, there are some added complexities when it comes to getting a mortgage. The landscape for expat mortgages in Australia is constantly changing, and the institutional appetite for these loans can vary. Here, we talk to Apt Wealth Home Loans Mortgage Broker Matthew […]

It’s easy to see personal insurance as an unnecessary expense until you need it. However, an estimated 96% of Australians are underinsured when it comes to life insurance, which is a startling figure as there is a lot at stake. As a risk specialist, I see the impact of underinsurance during some of life’s most […]

On 27 July 2022, a bill was introduced into Parliament to establish higher income thresholds for the Commonwealth Seniors Health Card (CSHC), making it available to more self-funded retirees. The bill proposes to introduce these new income thresholds from 20 September 2022 and while it must pass the Houses of Parliament and receive Royal Assent […]

If you hold Australian or international shares, you’ve probably read a lot of headlines about the current ‘bear’ market. So we asked Apt Wealth Partners Chief Investment Officer, Sarah Gonzales, to dig into these terms and what they mean for investors. What defines a bull or bear market?  A bull market is essentially one where […]

Lady provides administration support to Lisa Haley and Frank D’Alesio. Lady has completed a Bachelor of Science majoring in Airline Management.

Apt Wealth Partners’ Chief Investment Officer Sarah Gonzales joined Livewire Markets’ latest episode of Buy Hold Sell to share her thoughts on navigating the current market volatility with ETFs. You can watch the episode at the link below: Watch now>>   General Advice warning The information provided in the video does not constitute financial product […]

Last week Sarah Gonzales, Apt Wealth Partners’ Chief Investment Officer, joined Livewire Markets’ Buy Hold Sell to share some insights on exchange-traded funds as we enter the new financial year. You can watch the episode at the link below: Watch now>>   General Advice warning The information provided in the video does not constitute financial […]

Recently, I joined Insync Network Group’s Margot Andersen on her Boomeranging podcast to discuss current trends, pitfalls and common misconceptions when moving back to Australia. Moving home can take some planning, and it’s essential to put strategies in place to manage your finances before, during and after the move. So, whether you are currently in […]

Earlier this year, The Treasury Laws Amendment (Enhancing Superannuation for Australians and Helping Australian Businesses Invest) passed both houses of parliament and will come into effect on 1 July 2022. We asked Apt’s Head of Compliance and Licensee Operations, Rhett Pudney, to explain the changes. Rhett Pudney: The amendment made several changes to ensure superannuation continues to […]

For many Australians who are or want to live and work in the US, obtaining a Green Card is the ultimate goal. And it can certainly make life easier while you are living stateside. However, if you intend to return to Australia, there are some additional considerations. Ongoing US tax requirements As a US Lawful […]