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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CATEGORIES
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…
What is a deemed disposal?
Emily Lanciana
Apr 10, 2025
Deemed disposal is a unique facet of the Australian tax system that treats your assets as disposed at their current market value when you become a non-resident for tax purposes,…
Same same but different: Why not all personal insurance is equal for medical practitioners
Warner Leung
Apr 04, 2025
Having the wrong insurance as a medical practitioner can be an expensive misstep. As a financial adviser who specialises in advice for those in the healthcare industry, it’s a mistake…
Wealth with purpose: A Guide to Creating a Lasting Legacy
Andrew Dunbar
Apr 04, 2025
Understanding the Concept of Wealth with a Purpose As we accumulate wealth, many of us want to give back. Here, we sit down with Apt Director Andrew Dunbar to talk…
How to balance risk and reward to navigate volatility and achieve your goals
Sarah Gonzales
Apr 02, 2025
With a changing geopolitical landscape and technologies like AI reshaping almost every aspect of how we live and work, it can feel like change is the only constant. In this…
Family Trusts and Disputes: Protecting Your Legacy
Dermot Reiter
Mar 21, 2025
The recent high-profile case involving the Murdoch family trust in the US is a stark reminder of the potential for family trust disputes to escalate dramatically. While the Murdoch case…
Avoiding common estate planning pitfalls
Leon McPaul
Mar 12, 2025
Estate planning is a crucial but often overlooked element of financial well-being. It’s about ensuring that your assets and loved ones are taken care of according to your wishes after…
Is a transition to retirement strategy right for me?
Andrew Dunbar
Mar 05, 2025
What is a transition to retirement strategy? A transition to retirement strategy (TTR) is a stepping stone to retirement that allows you to reduce your work hours and supplement your…
How do I transfer my UK pension to Australia?
Toby Simpson
Feb 20, 2025
Relocating from the UK to Australia presents an exciting new chapter full of opportunities. However, it also brings a set of financial considerations, especially regarding retirement planning and pension transfers….
Are you protected for the year ahead?
John McLaughlin
Feb 18, 2025
In an ever-changing world, ensuring adequate insurance coverage is not just prudent, it’s essential. As we step into a new year, it’s crucial to take a moment to evaluate your…
What does the new Aged Care Act mean for me?
Lisa Haley
Feb 11, 2025
Australia is on the brink of a significant transformation in aged care, with the introduction of the Aged Care Act 2024, set to come into effect on 1 July 2025….
