Avoid these common money traps to make sure you have enough put aside for a comfortable retirement. When you’re in your 50s and 60s, you know you’ve worked long and hard for what you’ve achieved in life and probably have a fair idea of how you...
There’s a lot to consider when making such an important purchase, especially for the first time. Have you been saving up for a long time and finally feel ready to get into the property market? Maybe you’re considering either buying a home to live in or...
Ever wondered what an "IPO" is? Or how it works? An IPO is an "initial public offering". It is the process by which a company becomes listed on the stock exchange for the first time. The following video below will explain the process in simple-to-understand terms! ...
Below are four important financial terms. They are Transition to Retirement; Pension Phase; Allocated Pensions; and Estate Planning.
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The good, the bad and the ugly is, of course, the title of the stylised 1966 western starring Clint Eastwood. It is also an apt way to describe common habits of investors. No matter whether investment markets are rising or falling or somewhere in between, an investor's habits...
Retirees were hit with an increased cost of living in the September quarter, prompting calls for them to get in touch with their superannuation advisers. The ASFA Retirement Standard September quarter figures show that couples aged around 65 and living a comfortable retirement needed to spend...
Would you be willing to help your adult children financially if they were experiencing financial difficulties? And would you be willing to help your elderly parents if they were in financial need? As Smart Investing discussed over the past week, intergenerational financial issues are set to...
An ageing population is bringing with it a range of challenges with significant implications for our family lifestyles, family finances and family relationships. Australian architects are winning awards for multi-generational housing – creatively designed for elderly parents and an adult child's family to live in close...
The Tax Office has announced it will be ramping up its focus on a range of issues related to superannuation, particularly as some suspicious strategies surface post-budget. Transfers of life interests in business real property to SMSFs are now firmly on the ATO’s radar, with these...
This tax time, it's wise to be wary of the the ATO's program aimed at identifying lifestyle assets that have not been properly accounted for or taxed. It will be utilising data from a number of insurance companies to assess and identify the owners of these assets, allowing...
He is also an accomplished presenter and educator
Co-authoring the popular investment book, Property vs Shares.