Alteris Financial Group is proud to announce two new additions to its leadership team. Based in the company’s Sydney office, Simon Donohoe and Naomi Holmes bring a wealth of experience and industry knowledge to the Group.
financial planning
Has your SMSF become a Zombie?
Do you have a Self-Managed Superannuation Fund (SMSF) with a balance under $500,000, are not yet retired but some unexpected life events have halted your ability to contribute more to your SMSF?
4 things to consider when setting up an SMSF to buy property
Did you know a self-managed super fund (SMSF) can borrow money to purchase assets such as property and shares?
How can I make an impact with my investing?
“I want to do some good with my money.” It’s a request I am hearing more from my clients; a desire to invest in assets that have a positive impact on the environment and the community.
Do I pay down my home loan or make a super contribution?
Does it make sense to make additional concessional contributions to superannuation if you still have non-deductible debt such as a home loan?
Successful investing is not just about performance returns
We have a cultural obsession with chasing performance returns when we are choosing our investments, writes Andrew Zbik.
Why family offices are comfortable with private debt
Family offices are comfortable with private debt/private credit in a way that retail investors are still to address in the search for consistent returns for the defensive part of the portfolio.
Getting your insurance, right?
Most people will have their car insured, the home contents insured, but will not have their largest income producing assets – themselves – properly insured.