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Insights

Are you the (personality) type to easily achieve balance?

Are you the (personality) type to easily achieve balance?

Checking emails late into the night, reaching for your phone before you’ve even had breakfast to start your working day, the ‘lunch break’ that involves a Zoom meeting - the lines between our work lives and our personal lives have never been blurrier. While there are...

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FBT changes under COVID: What are the rules?

FBT changes under COVID: What are the rules?

The COVID-19 pandemic is raising some interesting questions for small business employers in relation to their Fringe Benefit Tax (FBT) liabilities. With many employees working from home, common employee benefits are often not being supplied, while some employers are...

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Granny flats: tax tips and traps

Granny flats: tax tips and traps

The idea of adding a granny flat to your property sounds like a great idea. A property to rent out to generate some welcome extra income, or a home for adult children or mum and dad in their later years. But there are important tax and personal considerations to...

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November 2020

November 2020

November is here and it’s shaping up as a big month at home and abroad. As the Melbourne Cup field burst out of the gates on Tuesday, the Reserve Bank is widely tipped to announce a cut in the cash rate. And then there’s the US election on Wednesday (Australian time),...

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Opportunities amidst the COVID-19 disruption

Opportunities amidst the COVID-19 disruption

COVID-19 is resulting in significant disruption to well-established business paradigms, impacting businesses, sectors and stocks across the board. However as Albert Einstein once said “in the middle of difficulty lies opportunity”. That certainly rings true in 2020 as...

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Life Cover: More essential than ever

Life Cover: More essential than ever

Living through COVID-19 has brought many challenges and shifting priorities as we deal with the financial impacts of the pandemic, and that includes the issue of life insurance. On the one hand, the pandemic has highlighted the importance of life cover. On the other,...

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Alteris in the media

Alteris in the media

Kate Golder, Head of Wealth and Accounting, was recently featured in Professional Planner, giving her insights in to the industry and her journey in financial planning. "Clients trust advisers with their finances, so while numbers matter, it needs to be explained...

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October 2020 Insights

October 2020 Insights

October 2020 October is here and it’s shaping up to be a busy month. All eyes were on Treasurer Josh Frydenberg’s second budget, delayed by five months due to the economic disruption caused by the COVID-19 pandemic, which was designed to chart a course out of...

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Federal Budget Snapshot 2020

Federal Budget Snapshot 2020

On Tuesday 6 October, the Federal Government handed down its Budget for the 2020–21 financial year. With the economic impacts of Coronavirus pushing Australia into recession for the first time in nearly three decades, the Federal Government have announced significant...

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Insights into aged care options

Insights into aged care options

As we move through the various phases of retirement, our lifestyle and care needs will change as at some point we, or our loved ones, will need varying degrees of assistance. What type of government support is available as care needs change? What could be the costs...

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Getting retirement plans back on track

Getting retirement plans back on track

After a year when even the best laid plans have been put on hold due to COVID-19, people who were planning to retire soon may be having second thoughts. You may be concerned about a drop in your super balance, insecure work, or an uncertain investment outlook....

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