Alteris Financial Group Australia

Alteris Financial Group Australia We provide financial advisory & management for individuals & families across generations.

Tax time is here, but before you hit submit, it's worth checking whether anything has changed.The ATO has recently relea...
30/07/2026

Tax time is here, but before you hit submit, it's worth checking whether anything has changed.

The ATO has recently released a number of important updates, including proposed tax measures, new employer obligations ahead of Payday Super and compliance reminders for businesses.

Visit our blog for a simple overview of the key changes and what they could mean for you.

Read now: https://alteris.com.au/tax-alert-june-2026/

Creating wealth is only part of the legacy journey. Protecting it for future generations requires something even more va...
29/07/2026

Creating wealth is only part of the legacy journey. Protecting it for future generations requires something even more valuable: preparation.

Helping your children and grandchildren understand how to manage wealth, make informed financial decisions and have open conversations about money can make a big difference to your family's financial future.

By investing in their financial education early, you can build a legacy that extends well beyond your lifetime.

Gabriel Fernandes (Senior Financial Adviser) shares more on our blog. Read it now: https://alteris.com.au/investing-in-the-next-generation/

Creating a lasting legacy is about preparing the next generation with the knowledge and values to manage an inheritance ...
28/07/2026

Creating a lasting legacy is about preparing the next generation with the knowledge and values to manage an inheritance well.

Financial literacy is developed over time through education and practical experience. Involving your children in financial discussions can help lay the foundation for informed decision making, long before an inheritance is received.

By investing time and thought into your family's financial capability, you can help protect the legacy you've worked so hard to build.

Gabriel Fernandes (Senior Financial Adviser) details how you can support the next generation on our blog. Read it now: https://alteris.com.au/investing-in-the-next-generation/

23/07/2026

For Michael Duffy (Financial Adviser), the most rewarding part of his role is helping clients through some of life's most challenging moments.

Whether it's navigating aged care, retirement or another major life change, Michael is committed to providing guidance that gives clients confidence when they need it most.

"It is a privilege to make a real difference."

If you're facing an important financial decision, our team is here to help. Contact us today: https://alteris.com.au/contact/

Behind every financial strategy is a family looking for a helping hand during a significant life transition.In our recen...
21/07/2026

Behind every financial strategy is a family looking for a helping hand during a significant life transition.

In our recent blog, Sean Bailey (Financial Adviser, Lifestyle and Care) shares how our team helped a client navigate the financial complexities of moving into aged care.

By understanding her family's priorities and carefully assessing her circumstances, we recommended a strategy that provided reliable income while strengthening her financial position.

Read the full blog post to learn more: https://alteris.com.au/can-i-use-annuities-to-assist-with-aged-care-fees/

*Names and figures have been changed to protect privacy.

With aged care costs increasing for new residents, more retirees are exploring different ways to fund their care.One str...
20/07/2026

With aged care costs increasing for new residents, more retirees are exploring different ways to fund their care.

One strategy that is increasingly being considered is the use of annuities, which can offer some advantages when incorporated into an aged care strategy.

For instance, under current means-testing rules, certain lifetime annuities receive concessional treatment for both Centrelink pension and aged care fee assessment purposes.

Depending on individual circumstances, this can help reduce assessable assets and income and may lower means-tested aged care fees.

In our latest blog, Sean Bailey (Financial Adviser, Lifestyle and Care) explains how this strategy helped one client improve her financial position after moving into aged care.

Read it on our website: https://alteris.com.au/can-i-use-annuities-to-assist-with-aged-care-fees/

16/07/2026

Some of the most important conversations happen during life’s most uncertain moments.

For Client Services Manager, Dianne Budgen, being able to support clients through those moments is what makes her role so rewarding. By listening, understanding and providing steady guidance, she helps people push through challenging times.

Need help navigating aged care decisions? Get in touch https://alteris.com.au/contact/

Your portfolio should not rely on one market alone.Building a resilient portfolio is not about choosing Australian share...
14/07/2026

Your portfolio should not rely on one market alone.

Building a resilient portfolio is not about choosing Australian shares or international shares. It is about understanding the role each plays within your overall investment strategy.

A diversified portfolio can provide access to more industries, more economies and a wider range of long term opportunities while helping reduce concentration risk.

Read the full article written by Danny Wong (Manager, Research) on our blog to learn more: https://alteris.com.au/australian-vs-international-shares/

Is your investment portfolio missing opportunities beyond Australia's borders?Australian shares are an important part of...
13/07/2026

Is your investment portfolio missing opportunities beyond Australia's borders?

Australian shares are an important part of many investment portfolios, offering income opportunities and exposure to some of Australia's strongest businesses.

But Australia represents only a small share of the global investment market. Looking beyond our shores can provide access to a broader range of industries, economies and long-term growth opportunities while helping reduce concentration risk.

Read the full article written by Danny Wong (Manager, Research) on our blog to learn more: https://alteris.com.au/australian-vs-international-shares/

09/07/2026

Everyone has financial advice they wish they'd heard earlier.

For Lisa Harris, it's not about investing or tax. It's about getting your affairs in order early.

Having your Will, Power of Attorney and medical directives in place can provide peace of mind for you and your loved ones before a crisis happens.

Have you taken care of yours?

Address

60 Carrington Street
Sydney, NSW
2000

Opening Hours

Monday 8:30am - 5pm
Tuesday 8:30am - 5pm
Wednesday 8:30am - 5pm
Thursday 8:30am - 5pm
Friday 8:30am - 5pm

Telephone

+61280780888

Website

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