Financial Planning News and Insights

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…

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…

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…

In 2008, the Global Financial Crisis (GFC) had a significant impact on retirement savings across the globe, and many thought it was a once-in-a-generation event. But as we saw with…

Many of us want to make an impact through philanthropy, and if it’s one of your goals, it should be part of your financial plan. Our advisers are often asked…

This article was originally published in The Australian’s The Deal magazine. For Andrew Dunbar, the best parts of his job as a financial adviser are the human elements. A director…

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…

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…

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,…

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…

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…

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…