by Alteris Financial Group | Oct 6, 2021 | Superannuation
Your SMSF: Wind it up or pass it on? Now that new legislation allows a maximum of six members in an SMSF, some fund trustees may be wondering if this could be an easy way to ensure a smooth transfer of their super to the next generation. The simple answer is yes, but...
by Alteris Financial Group | Oct 6, 2021 | Accounting and Tax
Responsible investing on the rise For many people, there’s much more to choosing investments than focusing exclusively on financial returns. Returns are important, but a growing number of people also want their investments align with their values. Everyone’s values...
by RebeccaD | Oct 6, 2021 | Aged Care
How do gifts affect aged care fees and the age pension? Helping your children or grandchildren with money is one of the most natural things a parent can do. However, Centrelink and the Department of Veterans’ Affairs (DVA) set limits on how much you can give...
by Alteris Financial Group | Oct 6, 2021 | Latest News
Market & Economic Update – October 2021 September was a mixed bag on the economic front. After reaching highs in August, global sharemarkets stumbled in late September. More insights Gap Year for Grown Ups It’s not just school leavers who dream of a gap...
by Alteris Financial Group | Oct 6, 2021 | Latest News
October 2021 Insights It’s October and with grand finals season over, the countdown to summer begins. Despite ongoing lockdowns, rising vaccination rates are paving the way for the re-opening of borders and business. September was a mixed bag on the economic front....
