What is the retirement age in Australia? Pension age vs preservation age By Bronwen Batty Senior Financial Adviser Bronwen brings two decades of experience as a financial adviser to Alteris Financial Group. She enjoys developing long-term client relationships, goal...
CGT on inherited property: rules, exemptions, and timing By Lisa Harris Manager, Tax and Accounting Lisa brings more than 25 years’ finance experience and is skilled in all areas of accounting but has a special interest in Self Managed Super Fund (SMSF)...
Self-funded retirees: Entitlements, tax and what you need to know By Michael Duffy Senior Financial Adviser With over 20 years of experience running his own financial planning business, Michael’s career has been built on helping people make confident financial...
How an inheritance affects your Age Pension By Amy Atkinson Senior Financial Adviser As a financial adviser, Amy brings to her role strong experience in superannuation, specialising in SMSFs, tax-effective wealth creation, retirement planning, government defined...
Downsizer contributions: How to boost your super when you sell your home By Gabriel Fernandes Senior Financial Adviser Gabriel is a seasoned financial adviser, deeply committed to helping clients navigate their financial journeys with confidence. Selling the family...
