by Alteris Financial Group | Jul 5, 2022 | Retirement
A Will to give As baby boomers shift into retirement, Australia is on the brink of the nation’s biggest ever intergenerational wealth transfer. Yet estate or inheritance planning is rarely discussed by families. Talking openly about how you want your assets to be...
by Alteris Financial Group | Jul 5, 2022 | Superannuation
Changes to super from 1 July New rules came into force on July 1 that will create opportunities for older Australians to boost their retirement savings and younger Australians to build a home deposit, all within the tax-efficient superannuation system. Using the...
by Alteris Financial Group | Jul 5, 2022 | Latest News
July 2022 – Insights Welcome to the start of a new financial year. With winter in full swing, it’s a great time to rug up by the fire, take stock of the year that was and make plans for the future. June was a big month in an eventful year for the local and...
