SMSF changes in 2026: Are you prepared? Self‑managed superannuation fund (SMSF) trustees often have a great deal on their to‑do lists, but the early months of 2026 are shaping up to be even busier than usual. Several SMSF changes are scheduled to take effect, and...
Super wellbeing review By Bronwen Batty Senior Financial Adviser Bronwen brings 20 years of financial advice experience to Alteris, where she loves working with clients to build long-term relationships, set meaningful goals, and support them in making financial...
Unpacking the $3M Division 296 Tax As the federal government moves to introduce additional tax on superannuation earnings above $3 million (known as the Division 296 tax), concerns emerged about its broader implications for investment strategies, retirement planning,...
New year, new superannuation changes With the new financial year comes a fresh wave of superannuation changes that could make a real difference to your retirement savings. Let’s unpack these superannuation changes and how you can make the most of them. The super...
Boosting your super before 30 June More than half of us set a new financial goal at the beginning of 2025, according to ASIC’s MoneySmart website. While most financial goals focus on saving money and paying down debt, the months leading up to 30 June present an...
Thinking about an SMSF? Here’s what you need to know Some investors find it satisfying to take a do-it-yourself approach to retirement savings by managing their own self-managed superannuation fund (SMSF) and taking responsibility for its growth. While an SMSF gives...
