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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Introducing Apt’s Comprehensive Financial Planning Services for UK Expats
APT Admin
Sep 12, 2023
Building on the continued success of its Expat Financial Planning Services, Apt Wealth Partners has recently ramped up its specialist service offering for UK expats. Integrating existing expat advice business…

Ask an Adviser: What is the Downsizer Contribution, and will it impact my Centrelink entitlements?
APT Admin
Sep 05, 2023
Australia’s downsizer contribution scheme has gained notable attention as a strategy to boost retirement savings. But what exactly is it, and how does it impact Centrelink payments? We asked Apt…

5 reasons to consider investing in Australian shares and listed investments while living in Dubai
Emily Lanciana
Aug 30, 2023
As an Australian living in Dubai, you may be wondering what your options are when it comes to investing any surplus cash. Of course, you have options to invest locally,…

Can I get US social security if I retire in Australia?
John Versace
Aug 17, 2023
As with most countries, there are restrictions on accessing social security outside the country, but they are not as onerous as you might think. US expats and Australians who have…

Want more confidence about your retirement? Here’s why a financial plan may be the answer.
Andrew Dunbar
Jul 19, 2023
Financial services firm Vanguard released their landmark How Australia Retires report recently, exploring Australia’s attitudes to retirement. In the wake of COVID-19, attitudes have shifted in many areas, but finances…

Cash Flow Discipline for Professional Service Partners
Preston Foster
Jul 10, 2023
As a new partner in a professional services firm, you will likely experience a significant change in income. This usually comes in the form of a large salary increase and…

How to spot an impersonation scam
Mark Bardzinski
Jul 05, 2023
Impersonation scams, where a person pretends to be an authority, such as the police or an organisation (e.g. your bank or the Australian Tax Office) are on the rise. Unfortunately,…

Ask an Adviser: What to consider when refinancing your home loan
Matthew Baker
Jul 04, 2023
With interest rates rising, many Australians are revisiting their mortgage options. Here, we talk to Apt Wealth Home Loans Broker Matthew Baker about what to consider when it comes to…

What are the tax implications of working overseas as an Australian expat?
John Versace
Jun 26, 2023
Summary The tax landscape for expats can be complex. You need to understand your tax residency status before making any financial moves, which can be complicated. Remaining a resident of…

What Will Changes to Minimum Superannuation Income Streams Mean for You?
Andrew Dunbar
Jun 06, 2023
In March 2020, responding to the emerging COVID-19 pandemic, the Federal Government temporarily halved minimum pension drawdown amounts. This allowed pension members to withdraw less of their retirement savings and…

The superannuation transfer balance cap is changing. Here’s what you need to know
APT Admin
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…