by Hayden Searles | Aug 10, 2023 | Our People
Empowering women through legacy planning On 6 July, Alteris Women partnered with Coleman Greig Lawyers for an event at our Sydney office centred on the topic of legacy planning. We must thank, in particular, Lisa Barca from Coleman Greig for her amazing support and...
by Hayden Searles | Aug 10, 2023 | Aged Care
RADs: 5 facts you need to know Navigating the complexities of residential aged care can be a daunting task, especially when it comes to understanding the finances involved. One crucial aspect of this process revolves around Refundable Accommodation Deposits (RADs),...
by Hayden Searles | Aug 7, 2023 | Accounting and Tax
Trusts and new super tax rules Ensuring you’ve structured your finances tax-effectively is always a concern, but with new tax rules for super on the horizon, many people with large balances are considering alternative vehicles to save for retirement. Unsurprisingly,...
by Hayden Searles | Aug 7, 2023 | Superannuation
Boosting super with a lump sum If you’re lucky enough to have received a windfall, perhaps an inheritance or a retrenchment payout, your first decision will be what to do with it. Assuming you have decided against a shopping splurge, finding the best place to invest a...
by Hayden Searles | Aug 7, 2023 | Latest News
August 2023 Insights With winter winding up and tax returns on the way for some, there may be sunnier days ahead. While the price of most goods and services continues to rise, the good news is the rate of increase is continuing to slow and the markets are beginning to...
