Downsizer contributions: How to boost your super when you sell your home By Gabriel Fernandes Senior Financial Adviser Gabriel is a seasoned financial adviser, deeply committed to helping clients navigate their financial journeys with confidence. Selling the family...
Unpacking 1 July 2026 superannuation changes By Tracey Briggs Senior Financial Adviser Tracey is a financial adviser with over ten years of experience in the financial services industry. She enjoys working closely with clients and values the relationships that grow...
What are my options for drawing on super savings? By Allan McGregor Financial Adviser Allan is a dedicated financial adviser who focuses on building strong, lasting relationships with his clients. He takes pride in helping people achieve their goals – whether it’s...
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,...
