Financial Planning News and Insights

Selecting the right investments is one of the most important components of any financial strategy. For US citizens living in Australia, this task is more challenging given the additional US tax consequences you will need to navigate. This article looks at the things you should consider.

Join Jacqui Brauman, wills and estate specialist at TBA Law, for an informative webinar outlining the estate planning process, important documents and tips on getting them right. The session will…

With 2019 already underway, many of us are thinking about how we are going to achieve our New Year’s resolutions. For many people, saving more money tops the list. If…

Typically, superannuation provides a great low-tax investment environment to help save for your retirement. Unfortunately, superannuation is not covered under the tax treaty between Australia and the US. This makes…

Whether you are thinking of starting a family, already have a baby on the way, or are in the throes of parenthood, just thinking about how much children cost to…

As we attempt to live happier, healthier, and ultimately, longer lives, one area that is often in the media is how our working lives need to adjust. It raises some interesting questions: If we’re living longer, how are our finances being impacted? And is it changing our overall spending habits in the years before retirement?

According to research from FINDER.COM Australians are set to spend $25 billion collectively on Christmas this year. This equates to $1,325 per person. With this much money being spent over…

Recently we shared that I, alongside a number of my Apt colleagues, would be running in the Melbourne Marathon to raise funds for Lungitude. I am thrilled to share with you that this event raised over $20,000!

Most of us will face financial stress at some point in our lives. There is a multitude of reasons why money worries might happen, from a life-changing event such as…

Australia has always been a popular place for US citizens to call home. Whether it be for career opportunities, following loved ones, or a change in lifestyle, thousands of US…

When planning finances and how to achieve financial independence, one of the biggest mistakes Australians make is assuming that they will have a healthy income over the course of their working life. But life is unpredictable, so what happens when injury or illness gets in the way?

I recently read a report that I found interesting in terms of our future. This report, from McKinsey, outlined the future of our cities. It piqued my interest enough that I took a further look, and found a stat that made me take notice: By 2050, it’s predicted that 75% of the world’s population will live in a city. That’s a huge population shift.