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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: Could you please explain how the First Home Loan Deposit scheme operates and what is the eligibility criteria?

Q: Could you please explain how the First Home Loan [...]

By |2020-06-12T13:53:33+10:00June 12th, 2020|Blog, Media Articles, Q&A Andrew Heaven|Comments Off on Q: Could you please explain how the First Home Loan Deposit scheme operates and what is the eligibility criteria?

Q: Could you please explain how the recently announced Federal Government Homebuilder grant program will operate and the eligibility criteria.

Q: We are looking to undertake renovations on our house [...]

By |2020-06-12T13:53:16+10:00June 12th, 2020|Blog, Media Articles, Q&A Andrew Heaven|Comments Off on Q: Could you please explain how the recently announced Federal Government Homebuilder grant program will operate and the eligibility criteria.

Q: Could you please explain how the First Home Loan Deposit scheme operates and what is the eligibility criteria?

Q: Could you please explain how the First Home Loan [...]

By |2020-02-14T12:40:00+11:00February 14th, 2020|Blog, Media Articles, Q&A Andrew Heaven|Comments Off on Q: Could you please explain how the First Home Loan Deposit scheme operates and what is the eligibility criteria?

Q: Our daughter and her partner asked us to act as guarantor on a loan to buy their first home. What are the risks we should consider?

Q: Our daughter and her partner have approached us to [...]

By |2020-02-14T12:35:01+11:00February 14th, 2020|Blog, Media Articles, Q&A Andrew Heaven|Comments Off on Q: Our daughter and her partner asked us to act as guarantor on a loan to buy their first home. What are the risks we should consider?

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?

Q. How do I apply for home assistance for my widowed mother and who should we contact for help?

Q. Mum is 89, a widow living independently at home. [...]

By |2019-09-04T09:38:43+10:00August 26th, 2019|Blog, Media Articles, Q&A Andrew Heaven|Comments Off on Q. How do I apply for home assistance for my widowed mother and who should we contact for help?

Q. Could you please explain how the Superannuation “Catch Up provisions” that came into effect from 1 July 2019 will work. I am 57 and have a Super balance of $410,000. I earn $110,000 a year and have only received the 9.5% Employer Superannuation Contributions.

Q. Could you please explain how the Superannuation “Catch Up [...]

By |2019-09-04T09:38:53+10:00August 15th, 2019|Blog, Media Articles, Q&A Andrew Heaven|Comments Off on Q. Could you please explain how the Superannuation “Catch Up provisions” that came into effect from 1 July 2019 will work. I am 57 and have a Super balance of $410,000. I earn $110,000 a year and have only received the 9.5% Employer Superannuation Contributions.