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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 […]

In your early 60s, retirement is likely within reach and it’s time to be thinking about it at a microlevel. Planning for retirement should focus on planning your finances for life outside the workforce and ensuring you have a viable income stream. Another area that is important to consider is the emotional transition to retirement, […]

You may hear your Australian friends talking about their financial strategies and wonder if you should be considering doing the same. However, if you are a US taxpayer living in Australia or an Australian living in the US, it’s an area where you need to tread carefully. Many financial strategies that work from an Australian […]

With Labor expected to form a majority government following Saturday’s election results, many Australians are wondering what the change in government could mean for investment markets. We asked Sarah Gonzales, Apt’s Chief Investment Officer, to share her thoughts. Sarah Gonzales:  The change in government is not expected to have a significant or long-term impact on […]

With the Reserve Bank of Australia increasing interest rates in May 2022 for the first time in a decade, many mortgage holders are considering whether to move to a fixed rate. We asked Apt Wealth Home Loans Mortgage Broker Matthew Baker to weigh in. Matthew Baker: With the interest rate rise this month, a number […]

In your 50s, you’ll often experience significant shifts in your lifestyle, goals and values. While your career may remain important, as your life changes, you’ll likely be thinking about what’s next. You might be preparing for life in an empty nest and starting to shift the focus back to being on yourself and your lifestyle. […]

Junior assists Suzanne Johnston with the ongoing management of her client portfolios. Junior is completing a Bachelor of Accounting with a major in Financial Planning & Taxation and has completed a Diploma of Financial Planning. Prior to joining Apt Wealth Partners, Junior had over seven years of experience in the financial services industry.

In your 40s, you are more likely to have more debt and financial responsibility than at any other point in your life and it can be busy as a result. Your career is likely to be in full swing and you may have a hectic family life.  The right financial plans can help you navigate […]