ATO

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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?

Q: With 30 June fast approaching, are there any last minute opportunities for tax benefits by contributing to Super? I am 66 and earn $36,000 from part-time work.

Q: With 30 June fast approaching, are there any last [...]

By |2020-06-26T13:10:31+10:00June 26th, 2020|Blog, Media Articles|Comments Off on Q: With 30 June fast approaching, are there any last minute opportunities for tax benefits by contributing to Super? I am 66 and earn $36,000 from part-time work.

Q: My wife works part-time Are there any other tax or Superannuation benefits we may be eligible for by making a contribution to her Superannuation fund?

Q: My wife works part-time for a 2 days a [...]

By |2020-06-26T13:10:40+10:00June 26th, 2020|Blog, Media Articles, Q&A Andrew Heaven|Comments Off on Q: My wife works part-time Are there any other tax or Superannuation benefits we may be eligible for by making a contribution to her Superannuation fund?

Q: Can you explain how Centrelink assess my income and assets in determining my entitlement to the Aged Pension?

Q: Can you explain how Centrelink assess my income and [...]

By |2019-10-21T14:08:28+11:00October 21st, 2019|Blog, Media Articles, Q&A Andrew Heaven|Comments Off on Q: Can you explain how Centrelink assess my income and assets in determining my entitlement to the Aged Pension?

Q. Is it possible for me to leave my half of our shares to one of our children. Therefore, the shares would be held jointly in the names of my wife and our son upon my death.? What will happen with the pa

Q: I am 87 years old and my wife is [...]

By |2019-10-21T13:42:57+11:00October 21st, 2019|Blog, Media Articles, Q&A Andrew Heaven|Comments Off on Q. Is it possible for me to leave my half of our shares to one of our children. Therefore, the shares would be held jointly in the names of my wife and our son upon my death.? What will happen with the pa

Q. With Term deposit rates falling to a ridiculous level, we have to think of alternate investment for our term deposit money.  What should we do?

Q: We are self-funded retirees and rely on returns from [...]

By |2019-10-14T14:13:29+11:00October 14th, 2019|Blog, Media Articles, Q&A Andrew Heaven|Comments Off on Q. With Term deposit rates falling to a ridiculous level, we have to think of alternate investment for our term deposit money.  What should we do?

Q. What is the deadline for lodging this year’s tax return? What are the penalties and consequences I will face if I lodge my tax return after the due date?

Q. I have not lodged my tax return for the [...]

By |2019-10-14T14:13:20+11:00October 14th, 2019|Blog, Media Articles, Q&A Andrew Heaven|Comments Off on Q. What is the deadline for lodging this year’s tax return? What are the penalties and consequences I will face if I lodge my tax return after the due date?

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. 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?