Retirement income on the house Retirement income on the house Asset rich and income poor is the dilemma faced by many retirees. But there may be opportunities to boost your income in retirement by tapping into your biggest asset – your home. With property prices...
Meet Lisa Fuentes – Chief Operating Officer Lisa Fuentes is Chief Operating Officer for Alteris Financial Group and has been with the company for almost 20 years, having joined Alteris when it was based in Parramatta. She started as a Client Services Manager and...
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...
