by Alteris Financial Group | Sep 27, 2023 | Our People
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....
by Alteris Financial Group | Apr 17, 2023 | Aged Care
Is the RAD fully refundable? Understanding the refund rules for RADs may remove some of the stress and worry with a move into residential care. Room prices in aged care are usually quoted as a lump sum. Often this is a big number, which can cause financial worry. But...
by Alteris Financial Group | Apr 17, 2023 | Superannuation
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...
by Alteris Financial Group | Apr 17, 2023 | Accounting and Tax, Superannuation
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...
by Alteris Financial Group | Apr 17, 2023 | Latest News, News
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...
