Financial Planning

Home/Tag: Financial Planning

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?

Q: Given the volatility and uncertainty in Global Share markets, I am thinking of investing in gold.  What options do I have to invest?

Q: Given the volatility and uncertainty in Global Share markets, [...]

By |2020-04-17T16:45:38+10:00April 17th, 2020|Blog, Media Articles, Q&A Andrew Heaven|Comments Off on Q: Given the volatility and uncertainty in Global Share markets, I am thinking of investing in gold.  What options do I have to invest?

Q: Can you please explain to me why there is so much difference in the performance of Superannuation funds when I look at comparison tables?

Q: Can you please explain to me why there is [...]

By |2020-04-09T16:09:25+10:00April 9th, 2020|Blog, Media Articles, Q&A Andrew Heaven|Comments Off on Q: Can you please explain to me why there is so much difference in the performance of Superannuation funds when I look at comparison tables?

Q: I have my Superannuation invested with Hostplus in the Balanced option.  I am considering switching into a more conservative fund. Their website says I should seek advice. Thoughts?

Q: I have my Superannuation invested with Hostplus in the [...]

By |2020-04-09T16:08:37+10:00April 9th, 2020|Blog, Media Articles, Q&A Andrew Heaven|Comments Off on Q: I have my Superannuation invested with Hostplus in the Balanced option.  I am considering switching into a more conservative fund. Their website says I should seek advice. Thoughts?

Q: I am a self-funded retiree who receives a part Age Pension. What steps should I now be considering to preserve our retirement income?

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

By |2020-03-27T11:43:11+11:00March 27th, 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 preserve our retirement income?