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Q: Could you please explain what the Superannuation Transfer Balance Cap is and how this applies to my Retirement Income Stream? Should I wait until after 1 July to take advantage of its increase?

Q: Could you please explain what the Superannuation Transfer Balance [...]

By |2021-04-01T11:46:18+11:00April 1st, 2021|Blog, Media Articles, Q&A Andrew Heaven|Comments Off on Q: Could you please explain what the Superannuation Transfer Balance Cap is and how this applies to my Retirement Income Stream? Should I wait until after 1 July to take advantage of its increase?
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Q: Could you please explain what the eligibility criteria is to contribute to Superannuation and advise what the changes are in relation to making contributions to Superannuation from 1 July 2021.

Q: Could you please explain what the eligibility criteria is [...]

By |2021-03-22T16:11:00+11:00March 22nd, 2021|Blog, Media Articles, Q&A Andrew Heaven|Comments Off on Q: Could you please explain what the eligibility criteria is to contribute to Superannuation and advise what the changes are in relation to making contributions to Superannuation from 1 July 2021.
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Q: I am an investor in the Magellan Global Fund and received an offer to purchase additional units in the fund at a discount. Should I consider this?

Q: I am an investor in the Magellan Global Fund [...]

By |2021-01-29T11:40:34+11:00January 29th, 2021|Blog, Media Articles, Q&A Andrew Heaven|Comments Off on Q: I am an investor in the Magellan Global Fund and received an offer to purchase additional units in the fund at a discount. Should I consider this?
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Q: I am looking to invest in Managed Funds listed on the ASX. What is the difference between LICs and Unlisted Managed Fund?

Q: I am looking to invest in Managed Funds listed [...]

By |2021-01-29T11:40:41+11:00January 29th, 2021|Blog, Media Articles, Q&A Andrew Heaven|Comments Off on Q: I am looking to invest in Managed Funds listed on the ASX. What is the difference between LICs and Unlisted Managed Fund?
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Q: I have been told the government has a reverse mortgage facility that is available to older Australians. My wife is and I are both 76 years old and our home is worth about $1.2 million.

Q: I have been told the government has a reverse [...]

By |2020-12-15T09:34:54+11:00December 11th, 2020|Blog, Media Articles, Q&A Andrew Heaven|Comments Off on Q: I have been told the government has a reverse mortgage facility that is available to older Australians. My wife is and I are both 76 years old and our home is worth about $1.2 million.
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Q: As retirees, how can we invest for income when interest rates are so low?

Q: As retirees, how can we invest for income when [...]

By |2020-12-15T09:35:06+11:00December 11th, 2020|Blog, Media Articles, Q&A Andrew Heaven|Comments Off on Q: As retirees, how can we invest for income when interest rates are so low?
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Q: My elderly widowed mother has been diagnosed with early-stage Dementia. Are we able to act on her behalf without having an Enduring Power of Attorney in place?

Q: My elderly widowed mother will need to move to [...]

By |2020-12-04T12:10:05+11:00December 4th, 2020|Blog, Media Articles, Q&A Andrew Heaven|Comments Off on Q: My elderly widowed mother has been diagnosed with early-stage Dementia. Are we able to act on her behalf without having an Enduring Power of Attorney in place?
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Q: How much income we need to live on in retirement? What is a reasonable benchmark?

Q: My wife and I are in our late 50s [...]

By |2020-12-04T12:10:19+11:00November 27th, 2020|Blog, Media Articles, Q&A Andrew Heaven|Comments Off on Q: How much income we need to live on in retirement? What is a reasonable benchmark?
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Q: What is the difference between Listed Investment Companies (LICs) and Exchange Traded Funds (ETFs)?

Q: I am looking to invest in Managed Funds listed [...]

By |2020-12-04T12:10:28+11:00November 20th, 2020|Blog, Media Articles, Q&A Andrew Heaven|Comments Off on Q: What is the difference between Listed Investment Companies (LICs) and Exchange Traded Funds (ETFs)?
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Q: I am looking to borrow to invest.  Can you give me feedback on the NAB Equity Builder loan facility?

Q: I am looking to borrow to invest.  Can you [...]

By |2020-12-04T12:10:39+11:00November 13th, 2020|Blog, Media Articles, Q&A Andrew Heaven|Comments Off on Q: I am looking to borrow to invest.  Can you give me feedback on the NAB Equity Builder loan facility?
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