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.
CATEGORIES
- All 493
- Aged Care 5
- Apt Wealth 40
- Budgeting 29
- Business Financial Planning 8
- Divorce 4
- Estate Planning 9
- Ethical Investing 10
- Expat Financial Planning 15
- Expat UK 9
- Expat USA 12
- Financial Planning 136
- Financial Planning for Medical Professionals 6
- Financial Planning for Women 4
- High Net Worth Investment & Asset Management 33
- Home Loans 15
- Inheritance 5
- Insurance & Wealth Protection 11
- Latest Planning Articles 45
- Legal services 6
- Property Financial Planning 17
- Redundancy 4
- Retirement Planning 23
- SMSF Self Managed Superannuation Fund 5
- Succession Planning & Wealth Transfer 5
- Superannuation & Investments 33
- Uncategorized 4
CATEGORIES

The role of legal advice in financial planning
Dermot Reiter
Jun 24, 2025
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…

Smart Tax Tips to Prepare for Financial Year End 2024/25
Andrew Dunbar
Jun 03, 2025
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…

Proposed changes to superannuation taxes before Parliament
Andrew Dunbar
May 20, 2025
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…

How to get a foot on the property ladder
Matthew Baker
May 12, 2025
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…

Closing the retirement savings gap for women
Tracey Pace
May 09, 2025
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…

The gift of financial literacy
Emily Lanciana
May 08, 2025
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…

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…