Blog - Apex Advice

EOFY Checklist for employees and business owners

05 May 2026 | Blog

The EOFY clock is ticking. There's still a window to make a few smart money moves before 30 June, the kind future you will thank you for. We've pulled together a checklist of EOFY opportunities that could mean more in your pocket, more working for your future, and less heading to the ATO.

30 June calendar for EOFY tax and super caps, deadlines and eligibility

Stand Back: The 150-Year-Old Investment Advice

27 Mar 2026 | Blog

History shows that investors who stay disciplined and resist the urge to react to headlines build significantly more wealth than those who panic. The lesson for professionals, business owners and retirees is clear: stand at a distance, stick to the plan and let time do the heavy lifting.

Price vs Value: The Real Cost of Cutting Corners

26 Nov 2025 | Latest News

When it comes to financial planning, shortcuts and quick fixes often end up costing far more than doing things properly from the start. Recent super fund collapses have left thousands of Australians financially stranded, dealing with the soul-destroying stress of being locked out of their own retirement savings. These aren't isolated incidents. They're wake-up calls.