Alteris insights
Wealth
Plain-language thinking from the people who advise families every day.
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Establishing a legacy – estate and succession planning
Navigating complex family relationships and blended families can be challenging at times and particularly when a family member passes away. A good estate plan can help to make…
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Scam risk and cybersecurity: Are you prepared?
We’re all aware of the risk of cybercrime after the well-publicised data hacks of Medibank Private and Optus. In today’s digital age, threats to your online security have…
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5 ways to boost your super
Did you know it’s likely you’ll spend up to two decades or more in retirement? It’s a long time, so will you be able to afford all the…
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Empowering women through legacy planning
On 6 July, Alteris Women partnered with Coleman Greig Lawyers for an event at our Sydney office centred on the topic of legacy planning. We must thank, in…
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Trusts and new super tax rules
Ensuring you’ve structured your finances tax-effectively is always a concern, but with new tax rules for super on the horizon, many people with large balances are considering alternative…
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Boosting super with a lump sum
If you’re lucky enough to have received a windfall, perhaps an inheritance or a retrenchment payout, your first decision will be what to do with it. Assuming you…
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