Alteris insights
Superannuation
Plain-language thinking from the people who advise families every day.
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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…
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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…
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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…
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SMSFs – Keeping it in the family
Self-managed super funds (SMSFs) can offer their members many benefits, but one that’s often overlooked is their potential as a multigenerational wealth creation and transfer vehicle. Family SMSFs…
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Preparing your SMSF for the future
What happens to a Self-Managed Super Fund (SMSF) when a trustee dies or becomes mentally impaired? While these are circumstances that many of us would rather not think…
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Understanding SMSF loans
Loaning money from an SMSF to fund members or relatives is against the super laws and can result in large fines for trustees, so it’s important to know…
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