Congratulations Jillian Clarke – ACS Aged Care Adviser of the Year Finalist We are pleased to announce that Jillian Clarke has been named a Finalist in the Aged Care Steps inaugural awards in the category Aged Care Adviser of the Year. This category recognises...
Tax time essentials A hefty tax refund is a good incentive to ensure you are diligent at tax time and it’s understandable that you may believe it’s more cost-effective to DIY your tax return. New tax thresholds were introduced on 1 July 2020 with a new low- and...
Getting your super right We’re all a little guilty of neglecting our super, particularly when retirement can feel so far away. But decisions made today can directly impact your future financial situation so it’s worth investing the time to look into your super. The...
Amy Atkinson: 2021 Federal Budget increased focus on women Amy Atkinson, Financial Adviser Wealth, summarises the budget areas where the majority of beneficiaries will be women. This year’s budget saw the introduction of the first ever Women’s Budget Statement which...
Kate Golder: Inspiring young women to take charge early Kate Golder is the Executive Director and Head of Wealth and Accounting at Alteris Financial Group and was named one of Australia’s top 100 financial advisers in 2020 and again in 2021, ranked 47. In a recent...
