Alteris insights
Wealth
Plain-language thinking from the people who advise families every day.
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Estate planning gives you a final say
Planning for what happens when you pass away or become incapacitated is an important way of protecting those you care about, saving them from dealing with a financial…
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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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Enjoy the now and secure your future
Managing your financial situation always involves a tension between living your life now and preparing for your future. The worry about not getting the balance right—making unnecessary sacrifices…
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Super and tax changes for the new financial year
The tax cuts introduced from 1 July 2024, along with other recent changes, may mean it’s time to review your current tax, super, and investment strategies to ensure…
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Federal Budget 2024-25 Analysis
Treasurer Jim Chalmers has high hopes that his 2024-25 Federal Budget will rein in inflation earlier than expected, ease cost-of-living pressures and build a stronger economy for the…
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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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