funds

Home/Tag: funds

Q: My wife and I need to update our Wills. What happens if I don’t have an Enduring Power of Attorney in place?

Q: My wife and I need to update our Wills, [...]

By |2020-01-21T10:49:12+11:00January 17th, 2020|Blog, Media Articles, Q&A Andrew Heaven|Comments Off on Q: My wife and I need to update our Wills. What happens if I don’t have an Enduring Power of Attorney in place?

Q: My partner and I have just moved in together and we are wondering what is the best way of managing our collective finances?

Q. My partner and I just moved in and we're [...]

By |2019-12-13T12:23:20+11:00December 13th, 2019|Blog, Media Articles, Q&A Andrew Heaven|Comments Off on Q: My partner and I have just moved in together and we are wondering what is the best way of managing our collective finances?

Q. I have contributed $540,000 to my Super fund in June 2017 and have made no other contributions, however, I received a notification from the ATO that I have exceeded my Non-concessional super contribution…how did this happen and what are the penalties?

Q. I have just received a notification from the Australian [...]

By |2017-12-11T16:57:32+11:00December 8th, 2017|Blog, Media Articles, Q&A Andrew Heaven, Superannuation|Comments Off on Q. I have contributed $540,000 to my Super fund in June 2017 and have made no other contributions, however, I received a notification from the ATO that I have exceeded my Non-concessional super contribution…how did this happen and what are the penalties?