Insights
A trusted investment vehicle
Family trusts are a popular and effective investment structure to manage and protect your family’s fortune, but you don’t have to be worth a fortune to benefit from having one. Despite their appeal, they are not for everyone. Indeed, it is suggested that if your...
To lease or buy a business asset? That’s the question
With business conditions picking up in Australia, many business owners are thinking about the equipment they will need to evolve in the years ahead. Whether it’s a new delivery van or a high-end digital printer, up-to-date equipment and tools are essential for...
What’s up with inflation?
Fears of a resurgence in inflation has been the big topic of conversation among bond and sharemarket commentators lately, which may come as a surprise to many given that our rate of inflation is just 1.1 per cent. Yet despite market rumblings, the Reserve Bank of...
New Financial Year rings in some super changes
As the new financial year gets underway, there are some big changes to superannuation that could add up to a welcome lift in your retirement savings. Some, like the rise in the Superannuation Guarantee (SG), will happen automatically so you won’t need to lift a...
Insights July 2021
It’s July, there’s a nip in the air and winter has well and truly set in, as Australia deals with COVID outbreaks across several states. But July also marks the start of the new financial year, a good time to reflect on how far we have come since this time last year...
Kate Golder named in Australia’s Top 100 Financial Advisers for the second year
Alteris is proud to announce that Kate Golder, Head of Wealth and Accounting, has again been named one of Australia’s top financial advisers for the second year in a row. This year, Kate is ranked amongst the top 50 financial advisers. The list is compiled annually by...
June 2021 Market Update
Keith Jones, CEO Alteris Financial Group, shares insights into US and Australian markets, gives an economic update, and thoughts on the property market.Welcome to the June market update. Global share markets continue to move higher, leading up to May. And in fact, in...
Time to review your income protection cover
If you’ve owned an individual income protection or salary continuance policy in recent years, you may have seen your premiums increase as insurers struggled to cover their large losses on these products.i Given the ongoing competition and generous features in some...
Tax Alert June 2021
The Government is continuing to support COVID-affected businesses by extending most of its pandemic inspired tax offsets and benefits. But at the same time the ATO has micro businesses like contractors who fail to declare all their income in its sights. Here’s a...
The financial rewards of optimism
If it wasn’t already clear, the past 12 months certainly cemented the fact that life has a habit of throwing us the occasional curveball. The reality is we all face challenges, however approaching life with a positive mindset can help us deal with any issues we may...
Good budget news for aged care
The good news is that this year's Budget did not increase how much we pay for the aged care services that we access. But an additional $17.7 billion spend – which will be fully paid for by the Government - was aimed at increasing access and improving quality. With an...
June 2021 Insights
It’s June which means winter has officially arrived. As we rug up and spend more time indoors, it’s a perfect time to get your financial house in order as another financial year draws to a close. And what a year it has been! The local economic news in May was...