Alteris insights
Wealth
Plain-language thinking from the people who advise families every day.
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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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You may have unclaimed money – here’s how to check
The recent holiday period and gift-giving has left many of us a little short of cash, so it can be comforting to learn that billions of dollars in…
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Recharging for success
As a small business owner, you may find it difficult to justify taking time off. After all, your business demands constant attention, and you might worry about what…
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Gifting for future generations
At this time of year, when giving is on our minds, many people may turn their attention to how best to share their wealth or an unexpected windfall…
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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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Top 5 financial tips for your adult children
As parents, one of the most valuable legacies you can leave your children is the gift of financial literacy. Providing practical, tailored advice can set your children on…
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