Financial Planning News and Insights

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…

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…

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…

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….

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…

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….