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Client Testimonial: “he was very responsive, helpful and informative”

What our clients have to say: "He was very responsive, [...]

By |2019-09-20T14:03:48+10:00September 20th, 2019|Blog, Media Articles, Testimonials|Comments Off on Client Testimonial: “he was very responsive, helpful and informative”

Q. Jury Duty in NSW: how do I receive and what are the tax implications of this payment?

Q:  I have just been summoned to attend Jury Duty [...]

By |2019-09-13T12:26:44+10:00September 13th, 2019|Blog, Media Articles, Q&A Andrew Heaven|Comments Off on Q. Jury Duty in NSW: how do I receive and what are the tax implications of this payment?

Q. Redundancy Package: Is this fair and what are my options?

Q: I have been made redundant after nine years’ service. [...]

By |2019-09-13T11:40:47+10:00September 13th, 2019|Blog, Media Articles, Q&A Andrew Heaven|Comments Off on Q. Redundancy Package: Is this fair and what are my options?

Q. Could you please explain the difference between purchasing the property as “Joint Tenants” as opposed to “Tenants in Common”?

Q: I have just purchased a property jointly with my [...]

By |2019-09-06T17:29:16+10:00September 6th, 2019|Blog, Media Articles, Q&A Andrew Heaven|Comments Off on Q. Could you please explain the difference between purchasing the property as “Joint Tenants” as opposed to “Tenants in Common”?

Q. Binding Death Benefit Nomination versus Reversionary Beneficiary: What’s the difference?

Q: I am 65 and married. I have a Superannuation [...]

By |2019-09-06T17:04:22+10:00September 6th, 2019|Blog, Media Articles, Q&A Andrew Heaven|Comments Off on Q. Binding Death Benefit Nomination versus Reversionary Beneficiary: What’s the difference?

Q. I need to seek a short term residential care for dad whilst I am away. What options do I have available?

Q: Dad is 92 and lives at home with the [...]

By |2019-09-04T09:38:11+10:00September 2nd, 2019|Blog, Media Articles, Q&A Andrew Heaven|Comments Off on Q. I need to seek a short term residential care for dad whilst I am away. What options do I have available?

Q. How can we ensure mum is comfortable in her final years and can afford the care costs?

Q: Mum is 89 and a widow, she is struggling [...]

By |2019-09-04T09:38:20+10:00September 2nd, 2019|Blog, Media Articles, Q&A Andrew Heaven|Comments Off on Q. How can we ensure mum is comfortable in her final years and can afford the care costs?

Q. Can we change an existing Home Care Package provider if we are unhappy with their services?

Q. Can we change an existing Home Care Package provider [...]

By |2019-09-04T09:38:31+10:00August 26th, 2019|Blog, Media Articles, Q&A Andrew Heaven|Comments Off on Q. Can we change an existing Home Care Package provider if we are unhappy with their services?

Q. How do I apply for home assistance for my widowed mother and who should we contact for help?

Q. Mum is 89, a widow living independently at home. [...]

By |2019-09-04T09:38:43+10:00August 26th, 2019|Blog, Media Articles, Q&A Andrew Heaven|Comments Off on Q. How do I apply for home assistance for my widowed mother and who should we contact for help?

Q. Could you please explain how the Superannuation “Catch Up provisions” that came into effect from 1 July 2019 will work. I am 57 and have a Super balance of $410,000. I earn $110,000 a year and have only received the 9.5% Employer Superannuation Contributions.

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

By |2019-09-04T09:38:53+10:00August 15th, 2019|Blog, Media Articles, Q&A Andrew Heaven|Comments Off on Q. Could you please explain how the Superannuation “Catch Up provisions” that came into effect from 1 July 2019 will work. I am 57 and have a Super balance of $410,000. I earn $110,000 a year and have only received the 9.5% Employer Superannuation Contributions.