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Q: My wife and I are reviewing our Estate planning. Why do we also need a Death Benefit nomination for our Super funds?

Q: My wife and I are reviewing our Estate planning.  [...]

By |2020-05-22T13:19:22+10:00May 22nd, 2020|Blog, Media Articles, Q&A Andrew Heaven|Comments Off on Q: My wife and I are reviewing our Estate planning. Why do we also need a Death Benefit nomination for our Super funds?

Q: Could you explain to me why there is such a large difference between the bid and offer price of shares at the beginning and end of a trading day?

Q: Could you explain to me why there is such [...]

By |2020-05-22T12:23:04+10:00May 15th, 2020|Blog, Media Articles, Q&A Andrew Heaven|Comments Off on Q: Could you explain to me why there is such a large difference between the bid and offer price of shares at the beginning and end of a trading day?

Q: I have received a notification from my Superannuation fund that the “buy sell” costs on my fund are rising. What is a “buy/sell” cost and why have they changed?

Q: I have received a notification from my Superannuation fund [...]

By |2020-05-15T15:18:50+10:00May 15th, 2020|Blog, Media Articles, Q&A Andrew Heaven|Comments Off on Q: I have received a notification from my Superannuation fund that the “buy sell” costs on my fund are rising. What is a “buy/sell” cost and why have they changed?

Q: Superannuation Salary sacrifice or Personal deductible contributions.  Under what circumstance is one better than the other?

Q:  I am employed full time and my employer allows [...]

By |2020-05-08T11:05:33+10:00May 8th, 2020|Blog, Media Articles, Q&A Andrew Heaven|Comments Off on Q: Superannuation Salary sacrifice or Personal deductible contributions.  Under what circumstance is one better than the other?

Q: How does the Superannuation Catch-Up Provision work? Who is eligible to make tax deductible contributions to super in excess of the contribution limits?

Q: Could you please explain how the Superannuation “Catch Up [...]

By |2020-05-11T08:00:46+10:00May 8th, 2020|Blog, Media Articles, Q&A Andrew Heaven|Comments Off on Q: How does the Superannuation Catch-Up Provision work? Who is eligible to make tax deductible contributions to super in excess of the contribution limits?

Q: Preservation rules for Superannuation. What are the tax consequences?

Q: I am 56 years old and recently made redundant.  [...]

By |2020-05-01T13:09:14+10:00May 1st, 2020|Blog, Media Articles, Q&A Andrew Heaven|Comments Off on Q: Preservation rules for Superannuation. What are the tax consequences?

Q: Beyond the coronavirus support package, how do I access my Superannuation in the event of financial hardship?

Q: I am 42 and unemployed for 6 months.  If [...]

By |2020-05-15T15:18:59+10:00May 1st, 2020|Blog, Media Articles, Q&A Andrew Heaven|Comments Off on Q: Beyond the coronavirus support package, how do I access my Superannuation in the event of financial hardship?

Q: I am a self-funded retiree who receives a part Age Pension.  What steps should I now be considering to optimise my Age Pension benefits?

Q: I am a self-funded retiree who receives a part [...]

By |2020-04-24T11:12:46+10:00April 24th, 2020|Blog, Media Articles, Q&A Andrew Heaven|Comments Off on Q: I am a self-funded retiree who receives a part Age Pension.  What steps should I now be considering to optimise my Age Pension benefits?

Q: I am looking to reduce my pension payment. What happens if I have already taken more than the revised minimum amount this financial year?

Q: I am looking to reduce my pension payment to [...]

By |2020-05-15T15:19:07+10:00April 24th, 2020|Blog, Media Articles, Q&A Andrew Heaven|Comments Off on Q: I am looking to reduce my pension payment. What happens if I have already taken more than the revised minimum amount this financial year?

Q: I am interested in investing in Pink Diamonds. Are they a good investment?

Q: I am interested in investing in Pink Diamonds.  Are [...]

By |2020-04-17T16:45:25+10:00April 17th, 2020|Blog, Media Articles, Q&A Andrew Heaven|Comments Off on Q: I am interested in investing in Pink Diamonds. Are they a good investment?