September 2023 Insights September is upon us, and spring is in the air. It’s time to shake off the winter cobwebs, get out into the garden or the great outdoors. Meanwhile, AFL and NRL fans will be hoping the sun shines on their team this finals season. After endless...
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...
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),...
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,...
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...
