Financially Guiding Your Future
Our Core Values
At AP Family Office, our values guide us in all our actions – from strategic decisions to daily interactions with client, colleagues and business partners. These core values are at the heart of everything we do.
Integrity
We honour our promises.
We earn the trust of our stakeholders through the quality of our work and our high ethical standards. We are transparent, honest, fair and ethical in all our interactions.
Accountability
We do what we say we will do
We take initiative to own our responsibilities and to exceed expectations.
Teamwork
We work and win together.
We act as one company and believe that when we work together, we best meet the full needs of our clients, and deliver value to our shareholders.
Innovation
We foster creativity that challenges constraints and drives progress.
We promote an innovative culture and attitude. We constantly look for creative ways to change, solve problems and find solutions, both internally and for our clients.
Meet our Team
AP Family Office is a Multi‐Family Office (MFO) headquartered in Sydney with regional offices in Hong Kong, Nanjing and Shanghai. Our expert team provide a variety of services including tax and estate planning, risk management, objective financial counsel, custody services, trusteeship, investment advice, and foundation management.
News
Federal Budget 2022-2023 – Tax Summary and Highlights
The Federal Treasurer, Mr Josh Frydenberg, handed down the 2022–23 Federal Budget at 7:30 pm (AEDT) on 29 March 2022. In an economy emerging from the pandemic, the Treasurer has [...]
CGT on sales of property inherited by a foreign resident
Is there CGT when a property inherited from a foreign resident is sold? Am I liable for CGT on a home I inherited from a foreign resident when I sell [...]
Have you obtained your director ID? Make sure you do.
The director identification number (director ID) regime is now in place with Australia’s newest company directors having to comply first. Director IDs are a unique 15-digit identifier that a director [...]
Federal Budget 2022-2023 – Tax Summary and Highlights
The Federal Treasurer, Mr Josh Frydenberg, handed down the 2022–23 Federal Budget at 7:30 pm (AEDT) on 29 March 2022. In an economy emerging from the pandemic, the Treasurer has [...]
CGT on sales of property inherited by a foreign resident
Is there CGT when a property inherited from a foreign resident is sold? Am I liable for CGT on a home I inherited from a foreign resident when I sell [...]
Have you obtained your director ID? Make sure you do.
The director identification number (director ID) regime is now in place with Australia’s newest company directors having to comply first. Director IDs are a unique 15-digit identifier that a director [...]
