Adopting good financial habits isn’t always as easy as it sounds. Otherwise, we’d all be doing it already. With the impact of COVID-19 still being felt, 42% of us now want to put money aside for unforeseen events in the futurei. Whether we’ve been affected or...
When it comes to planning for retirement, it’s important to prepare yourself emotionally and financially. If you’re building your retirement plan, here are some things you may want to think about. You may need to fund a longer retirement Australians are living longer so more of us...
Insurance might not always be top of mind, but it’s important to review your policies regularly to make sure you’ve got the right cover Whatever your mix of cover — life, total and permanent disability, income protection and trauma — insurance can be an important part...
The ATO has updated its guidance on navigating COVID-19 LRBA relief complexities in consideration of Division 7A rules and the processes in the application of NALI.
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Sophisticated fraudsters are targeting Australian investors with investment 'phishing' scams. Find out what to watch out for so you can avoid being caught up in one.
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The Government has allowed eligible people to access up to $20,000 from their super as a result of the Coronavirus crisis (a maximum of $10,000 in each of the 2019-20 and 2020-21 financial years). As a recap, to be able to apply for early access to...
I am often asked what the Commonwealth Seniors Health Care Card (CSHC) is, what the benefits are for a card holder, and how to apply? The CSHC entitles you to access medications listed under the Pharmaceutical Benefits Scheme at a cheaper rate. bulk-billed doctor visits (if offered...
Am I receiving my correct age pension entitlement? It is a question that is often asked. Unfortunately, it is not always fully explained by the correspondence from Centrelink or Veterans Affairs. Why am I talking about this issue now? On 20 March 2021 - last Saturday – the...
Despite some reports, the vast majority of Australians exhaust their superannuation in retirement according to data that flies in the face of the Retirement Income Review (RIR).
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With the cash rate close to zero, this will have big implications for how you should invest your money to generate the best return. So, what are the options and which asset classes will best enable you to build wealth? Cash Australians have put $100 billion in...
He is also an accomplished presenter and educator
Co-authoring the popular investment book, Property vs Shares.