Financial Planning News and Insights

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…

With 30 June fast approaching, now is the time to make sure your tax planning is on track. A little proactive preparation now can go a long way – helping…

We’ve previously written about the government proposal to levy additional tax for those with $3M+ super balances, which had been awaiting parliamentary approval. With Labor winning a majority in the…

Getting into the property market today can feel like a significant challenge. House prices are rising faster than most of us can save in many cities and suburbs. However, with…

In Australia today, women are still retiring with around 30% less superannuation than their male counterparts. And while some positive systemic changes are taking place, such as the government introducing…

Financial Literacy for Kids Today’s youngest generation is often called ‘Generation Now’ because life is on-demand, from entertainment to information. While there are many advantages to the accessibility of just…

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…

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,…

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…

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…

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…

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…