Aptium Financial Services in Sydney, Australia | Financial service

Aptium Financial Services

Locality: Sydney, Australia

Phone: +61 2 7200 5600

Address: Level 34, 60 Margaret Street 2000 Sydney, NSW, Australia

Website: http://www.aptium.com.au/

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• Financial planner

24.01.2022 Videos and other resources for our clients

21.01.2022 JobKeeper - Latest Update

20.01.2022 Retirees need new super investment approach

20.01.2022 How to pass the diversification test

19.01.2022 Federal Budget Analysis 2019

19.01.2022 Excess TBC issues surfacing with reduced pension account values

18.01.2022 Pandemic spurs a rise in investment scams

18.01.2022 Who we are Aptium combines the idea of apt advice (appropriate or suitable in the circumstances) with optimum advice that is the best, most favourable, most advantageous and most appropriate for your circumstance. Our advisers pool ideas amongst our national network and further afield with knowledge derived from relationships at Stanford University in the United States.... We develop industry leading strategies, tailored for each individual client and then provide pro-active, ongoing advice as part of a long-term relationship. Aptium Financial Services prides itself on tailored, transparent and pro-active advice which is easily understood. We will help you: - Work out exactly where you are financially - Provide clarify to your financial goals and aspirations - Help you choose the right investments to match your financial goals - Develop and review the best solutions to help you achieve your desired outcomes

18.01.2022 How your coming tax cut could pay off

17.01.2022 Related party purchases must be clean

16.01.2022 Budget 2020 - A very comprehensive break down.

15.01.2022 Taking a deeper dive into indexation of the transfer balance cap

13.01.2022 Majority of retirees expected to fall short on retirement savings

12.01.2022 The new Protecting your Super law introduces a collection of super reforms aimed to protect Australians retirement savings being eroded by fees and insurance premiums. Some of the major changes which come into effect on 1 July 2019 include: A 3% cap on fees for account balances of less than $6,000 and a ban on exit fees.... Removing insurance cover on accounts which have been inactive for 16 months or more, regardless of balance - unless the member instructs the Trustee to keep their insurance cover. An account is inactive if a contribution or rollover has not been received for a continuous 16 month period. Accounts which have been inactive for 16 months and have balances of less than $6,000, will generally be transferred to the Australian Taxation Office (ATO) in October. The ATO will now be required to consolidate transferred monies to an active account within 28 days of being satisfied it is possible to pay that amount to an active account.

11.01.2022 ‘Unfinished superannuation business’ to watch for in 2021

11.01.2022 Monitoring super performance critical in light of new measures

11.01.2022 Early release of Super extended to Dec 31

08.01.2022 ASIC sounds warning around high-yield bond scams

07.01.2022 How SMSF trustees navigated COVID-19 volatility

05.01.2022 The real value of advice

04.01.2022 COVID-19 resources - Jobkeeper, Victoria Stage 4 Update

03.01.2022 Frydenberg flags super freeze

03.01.2022 Estate planning and investments

03.01.2022 ATO confirms important issue on pension payments

02.01.2022 Retirement the ‘number one trigger’ for financial advice

02.01.2022 A beginners investment guide to long-term wealth

01.01.2022 Superannuation ideas for 2021

01.01.2022 Interview about Aptium Financial Services and why we chose to partner with Nous House for our office space at 60 Margaret Street, Sydney.