" /> Market & Economic Update - October 2021 - Alteris Financial Group

Market & Economic Update – October 2021

September was a mixed bag on the economic front. After reaching highs in August, global sharemarkets stumbled in late September.

More insights

Your SMSF: Wind it up or pass it on?

Your SMSF: Wind it up or pass it on?

Now that new legislation allows a maximum of six members in an SMSF, some fund trustees may be wondering if this could be an easy way to ensure a smooth transfer of their super to the next generation. The simple answer is yes, but before you start adding your children...

read more
Responsible investing on the rise

Responsible investing on the rise

For many people, there’s much more to choosing investments than focusing exclusively on financial returns. Returns are important, but a growing number of people also want their investments align with their values. Everyone’s values are different but given the choice...

read more
How do gifts affect aged care fees and the age pension?

How do gifts affect aged care fees and the age pension?

It isn’t uncommon for parents to want to help their children or other family members financially through a gift of cash. But did you know that providing a financial gift can affect your age pension and aged care costs? If this is something you are considering, it is...

read more