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
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
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…
