Is the RAD fully refundable? By Rhys Foan Financial Adviser, Lifestyle and Care Rhys is an experienced aged care financial adviser who helps families understand their options and make confident decisions during the transition into care. Understanding the refund rules...
Kate Golder named in Australia’s Top 100 Financial Advisers for the fourth year Alteris is proud to announce that Kate Golder, Executive Director and Head of Risk and Compliance has again been named one of Australia’s top financial advisers for a fourth year in a row....
Get super ready for EOFY Superannuation has dominated recent headlines, with proposed changes announced by Treasurer Jim Chalmers. While the details of these changes still need to be released, it’s worthwhile turning our focus to superannuation balances as we approach...
Illegal early SMSF access on the radar Since the Albanese Government announced its intention to double the tax on investment earnings for super account balances over $3 million, there has been lots of talk about taking money out of self-managed superannuation funds...
Gap Year for Grown Ups It’s not just school leavers who dream of a gap year. Those of us who’ve been working for a decade or two (or more) may also long for a real break from career and commitments. It doesn’t even have to be a year – just enough time to...
