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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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…

The investment tax-trap expat US taxpayers need to know
John Versace
Nov 08, 2023
Whether you are an Aussie living in the US, or a US Citizen in Australia, managing your finances can be tricky, especially when it comes to the tax treatment of…

Ask an Adviser: Do estate taxes apply to superannuation?
APT Admin
Nov 07, 2023
Estate planning can be complex, particularly when it comes to the tax implications. Our advisers are often asked whether estate taxes apply to superannuation, so we asked Compliance Manager Tammy…

Three tips for better cash flow in mixed billing medical practice
Warner Leung
Oct 26, 2023
In medical practice, like any other business, cash flow is king. It’s the key to your ongoing stability and practice success. However, for medical practitioners who have mixed billing across…