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

Is home ownership the only way to get ahead?
Michael Brandt
Feb 12, 2024
Owning your own home on a quarter-acre block used to be the ‘Great Australian Dream’. But we have seen several shifts since the post-war years, from denser housing reshaping the…

Seven tips for fostering a healthy attitude to money in children and teens
Andrew Dunbar
Feb 06, 2024
Attitudes towards money are often shaped during childhood and will have a lasting impact, defining financial behaviours well into adulthood. Sometimes, this is copying behaviours, whether positive or negative, and…

Using an SMSF to purchase commercial premises for medical practitioners
David Maddock
Jan 16, 2024
As a medical practitioner and business owner, one of the key components of your financial journey is deciding whether to acquire or invest in commercial premises for your practice. In…

A tale of two SMSFs
David Maddock
Jan 15, 2024
When it comes to managing your self-managed super fund (SMSF), a lot is at stake. How your fund is managed can make or break your retirement. And when you have…

The Pros and Cons of an SMSF
Andrew Dunbar
Jan 15, 2024
A self-managed super fund (SMSF) is not for everyone. It can take significant time to manage, and you must have some knowledge and an interest in staying current on the…

Is an SMSF for me?
Andrew Dunbar
Jan 15, 2024
A self-managed super fund (SMSF) is essentially a private superannuation fund set up for individuals (up to six) to manage their own retirement savings. Today, according to ATO data, Australia…

Investing in 2024
Andrew Dunbar
Jan 08, 2024
At the start of the new year, many of us are thinking about our investment portfolios and whether we need to make any changes for the year ahead. With global…

Kickstart 2024 with clear financial goals
Andrew Dunbar
Jan 08, 2024
As we usher in the new year, many of us are thinking about our goals for 2024, keen to ensure we’re moving in the right direction. To start the year…

Five new Christmas traditions to consider in 2023
Andrew Dunbar
Dec 05, 2023
Coming out of the pandemic, many of us found ourselves challenging long-held values and considering how to spend more time with the people we love and doing the things that…

How you can be worse off after receiving an inheritance – and how to avoid it
Andrew Dunbar
Nov 16, 2023
Many Australians receive a significant inheritance from loved ones at some point in their lives, but it seems now many are banking on it. Figures show about 29 per cent of Australians are expecting an inheritance and they intend to spend some or all of it to purchase property or pay off existing debt.

What should expat US taxpayers consider as the end of the US tax year approaches?
John Versace
Nov 14, 2023
The end of the US tax year (31 December) is fast approaching. If you’re a US citizen living in Australia or an Australian living in the US, it’s essential you…