Alteris insights
Wealth
Plain-language thinking from the people who advise families every day.
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Sharing super a win-win for couples
Australia’s superannuation system is based on individual accounts, with men and women treated equally. But that’s where equality ends. It’s a simple fact that women generally retire with…
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Budgeting for success in 4 easy steps
With all eyes on the Federal Budget and balancing the nation’s books, it’s a good time to review your personal balance sheet. If it’s not as healthy as…
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2022 Federal Budget
The Treasurer has delivered a pre-election budget that aims to drive Australia’s economic recovery in a post-pandemic, natural disaster, and conflicted international environment. Our team has reviewed the…
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SMSFs and property: What are the rules?
With the property market hitting all-time highs in 2021, interest in investing in direct property through your SMSF has never been higher. In the September 2021 quarter, Australia’s SMSFs…
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What super stapling means for employers
If there’s one certainty in business these days, it’s constant change. Now there’s an extra step you need to take with new employees to comply with the superannuation…
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Your SMSF: Wind it up or pass it on?
Now that new legislation allows a maximum of six members in an SMSF, some fund trustees may be wondering if this could be an easy way to ensure a smooth…
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