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nest egg

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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.
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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?
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Q: I have received a notification from my Superannuation fund that the “buy sell” costs on my fund are rising. What is a “buy/sell” cost and why have they changed?

Q: I have received a notification from my Superannuation fund [...]

By |2020-05-15T15:18:50+10:00May 15th, 2020|Blog, Media Articles, Q&A Andrew Heaven|Comments Off on Q: I have received a notification from my Superannuation fund that the “buy sell” costs on my fund are rising. What is a “buy/sell” cost and why have they changed?
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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?
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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?
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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?
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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?
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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?
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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?
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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?
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