Your top 3 questions answered Our Lifestyle and Care advisers often continue to assist for many months after residents become permanent when Centrelink issues are involved. Here, we address three of the most common questions our advisers are asked by facility managers...
Webinar follow up: Assessing the former home when moving to permanent residential care Quiz Grace is a widow and today is the 2nd anniversary of her move to permanent residential care. When she first moved, she was a full age pensioner with $80,000 in her bank...
Australia’s top 100 financial advisers 2020 Alteris is proud to announce Head of Wealth and Accounting Kate Golder has been named one of Australia’s top 100 financial advisers. The list is compiled annually by the Australian newspaper and US financial investment...
Webinar follow up: Accommodation payments – options in times of uncertainty Quiz Grace lives in a unit that is jointly owned with her brother, Tony, who lives elsewhere. The unit is valued at $310,000 and she is in receipt of the full Age Pension. Grace has...
30 June 2020 Checklist With the end of financial year approaching, now’s the time to make the most of opportunities to maximise super and tax benefits. Superannuation For many people, super remains a highly tax-effective structure through which to hold investments to...
