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
The superannuation transfer balance cap is changing. Here’s what you need to know
Tammy Tan
May 23, 2023
Summary The General Transfer Balance Cap (TBC) is set to be indexed to $1.9 million from 1 July 2023. Not everyone will receive the full increase. Your personal transfer balance…
Budget 2023: What you need to know
Andrew Dunbar
May 10, 2023
Summary Cost of living measures include energy bill relief for eligible households and small businesses, cheaper 60-day scripts for some medications, and a tripling of the bulk-billing incentive. In superannuation,…
ANZAC Day: Reflections on the Kokoda Track campaign
Andrew Dunbar
Apr 21, 2023
ANZAC Day is one of the most important days on the Australian calendar, a day when we remember and honour our servicemen and women who have helped to protect the…
Worried about how much you will need to retire? Five steps to increase your peace of mind
Andrew Dunbar
Apr 05, 2023
Semi-retirees worry about money more than most. In fact, as many as 1 in 5 Australians worry on a daily basis that they won’t have enough to retire. And it’s…
Strategies to minimise the impact of super cap changes
Andrew Dunbar
Mar 07, 2023
Recently, the Australian Government announced that it will be doubling the tax rates on superannuation earnings for those with AUD3M+ super balances in the 2025/26 tax year, which will see…
The top financial mistakes expats make – and how to avoid them
John Versace
Feb 27, 2023
With a new year upon us, many of us are thinking about our goals and plans for the year ahead. If this is you, you may be setting financial goals,…
Apt Wealth plans to deploy cash to small mid-caps, infrastructure
Staff Writer
Feb 20, 2023
This article was originally published by Citywire Australia. If you have a Citywire Australia account you can access the article here. With an overweight in cash, the wealth manager is…
Ask an Adviser: Which life and personal income insurers are the best at paying claims?
APT Admin
Jan 11, 2023
When it comes to insurance, we’ve all heard those ‘horror’ stories of claims not being paid, leaving the beneficiary in the lurch at an already difficult time. It’s a ubiquitous…
How to set meaningful New Year’s Resolutions
Andrew Dunbar
Jan 03, 2023
It’s that time of year again when many of us are thinking about our plans for the year ahead, and that means setting goals. With so many new year’s resolutions…
Why it’s critical to ensure your adult children have the right insurance in place
APT Admin
Dec 06, 2022
Underinsurance is a very real problem in Australia today, and it’s more prevalent amongst younger Australians. It’s not uncommon for people in their 20s, 30s, or even 40s to believe…
Why more happiness at work may be better for your finances than more money
Abbie Gellatly
Nov 23, 2022
When it comes to your life plans and goals, there’s no denying that your income plays a significant part. So, in theory, it seems you should seek the highest possible…
