" /> Insights - Alteris Financial Group

Insights

Australia’s top 100 financial advisers 2020

Australia’s top 100 financial advisers 2020

Alteris is proud to announce Head of Wealth and Accounting Kate Golder has been named one of Australia’s top 100 financial advisers. The list is compiled annually by the Australian newspaper and US financial investment publication Barron’s. Advisers are evaluated by...

read more
Making your wishes known

Making your wishes known

While Australia’s handling of the COVID-19 pandemic was among the best in the world, the speed and spread of the illness underlined just how fragile life can be. It was also a solemn reminder of the importance of ensuring your affairs are in order, so your wishes are...

read more
July 2020 Insights

July 2020 Insights

July is here along with the winter chill. But July also signals the start of a new financial year and chances are most Australians are happy to say goodbye to the last one. This year more than ever it’s a great time to plan your finances for the year ahead, to rebuild...

read more
Family trusts under ATO scrutiny

Family trusts under ATO scrutiny

Family trusts have stood the test of time as a means of protecting family and business wealth, and managing the distribution of trust income in a tax-effective way. But the misuse of these tax benefits by a small minority periodically puts trusts in the firing line of...

read more
What are the costs of living in a retirement community?

What are the costs of living in a retirement community?

Are you considering moving to a retirement community? It’s an option many retirees are attracted to because of the lifestyle benefits of community living and freedom from home maintenance. You’ll no doubt have many questions around the costs associated with living in...

read more
How does a jointly owned property affect aged care fees?

How does a jointly owned property affect aged care fees?

One of the first questions many families ask when a loved one is moving to a care facility is what to do with the family home. The decision is never purely a financial one, however knowing the financial impact is a key factor in helping to confidently make decisions...

read more
Timing the economic reboot

Timing the economic reboot

After successfully navigating our initial response to the COVID-19 (coronavirus) health crisis, backed up with $285 billion in government support to individuals and businesses to keep the economy ticking over, thoughts are turning to how to get the economy back on its...

read more
Is your SMSF balanced?

Is your SMSF balanced?

The recent sell-off on global sharemarkets due to the economic impact of COVID-19 has highlighted the risks of depending too heavily on a single asset class. Even before the current crisis, the ATO was concerned about a minority of self-managed superannuation funds...

read more
June 2020 Insights

June 2020 Insights

Winter is here and we are almost to the end of another financial year. And what a year it’s been! With so many Australians impacted by fires, floods, drought and now COVID-19, let’s hope the new financial year sees a return to something like normality. As May...

read more
30 June 2020 Checklist

30 June 2020 Checklist

With the end of financial year approaching, now’s the time to make the most of opportunities to maximise super and tax benefits. Superannuation For many people, super remains a highly tax-effective structure through which to hold investments to accumulate retirement...

read more
Do we have to sell the home to fund aged care fees?

Do we have to sell the home to fund aged care fees?

There are many decisions to make when someone you love needs to move into residential aged care. One of the most common questions our specialist Lifestyle and Care advisers are asked is: Should we sell the family home to fund the aged care fees? Families are often...

read more
Time to reassess your financial priorities?

Time to reassess your financial priorities?

At a time of uncertainty about the economy, not to mention unexpected social isolation, people are rethinking their personal and financial priorities. Whether you are spending less by necessity or because you are living more simply at home, this could be a good time...

read more