Andrew Heaven

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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 |2021-04-15T08:55:12+10:00April 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?

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?

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.

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?

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?

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?

Q: Now that the US elections are finished, it seems like it might be a good time to borrow to invest.  What are your thoughts on gearing?

Q: Now that the US elections are finished, it seems [...]

By |2020-12-04T12:10:47+11:00November 13th, 2020|Blog, Media Articles, Q&A Andrew Heaven|Comments Off on Q: Now that the US elections are finished, it seems like it might be a good time to borrow to invest.  What are your thoughts on gearing?

Q: Am I able to make a contribution to my Spouse’s Superannuation fund and what are the advantages?

Q: Am I able to make a contribution to my [...]

By |2020-12-04T12:10:55+11:00September 25th, 2020|Blog, Media Articles, Q&A Andrew Heaven|Comments Off on Q: Am I able to make a contribution to my Spouse’s Superannuation fund and what are the advantages?

Q: Could you please explain under what circumstances I am able to make a contribution to Superannuation.  I am 68 years old.

Q: Could you please explain under what circumstances I am [...]

By |2020-12-04T12:11:04+11:00September 25th, 2020|Blog, Media Articles, Q&A Andrew Heaven|Comments Off on Q: Could you please explain under what circumstances I am able to make a contribution to Superannuation.  I am 68 years old.

Q: I am preparing my Income tax return and I have distributions from ETF in the financial year. Will I receive a tax statement for the Financial Year?

Q: I am preparing my Income tax return and I [...]

By |2020-07-17T16:16:52+10:00July 17th, 2020|Blog, Media Articles, Q&A Andrew Heaven|Comments Off on Q: I am preparing my Income tax return and I have distributions from ETF in the financial year. Will I receive a tax statement for the Financial Year?