Alteris insights
Wealth
Plain-language thinking from the people who advise families every day.
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Who makes financial decisions if you cannot? Understanding Enduring Power of Attorney
If you had a stroke tomorrow and could no longer manage your finances, who would step in to pay your bills, protect your savings, manage your investments, and…
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Downsizer contributions: How to boost your super when you sell your home
Selling the family home usually frees up more money than any other single event in retirement. The downsizer contribution rules let you move a large slice of that…
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Unpacking 1 July 2026 superannuation changes
Superannuation is once again in the spotlight, with a range of changes taking effect from 1 July 2026, further reinforcing its position as one of the most tax‑effective…
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What lies ahead for property investors?
Property investors are entering a very different landscape this financial year. A series of changes, including the tax reforms announced in the May Federal Budget, stricter ATO rules…
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Investing in the next generation
For many, the goal of investing is about creating wealth for a comfortable financial future, as well as a legacy that supports your children and grandchildren for decades…
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EOFY Checklist – 30 June 2026
With the end of financial year fast approaching, now’s the time to make the most of opportunities to maximise super and tax benefits. For many people, super remains…
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