How does estate planning assist with Aged Care? Alteris Financial Group advisors first met Joan* and John*, at the beginning of last year. They were a lovely couple living in a quiet, leafy Sydney suburb but struggling to look after themselves in the family home. Joan...
Meet Lisa Harris – Senior Accountant Tell us about yourself I worked as a bookkeeper and assistant accountant for 20 years before obtaining my Master’s degree and becoming a CPA. In addition, I spent 21 years as a medic and rose to the level of Company Sargent...
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...
