Q and A

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Q: I am looking to invest in Managed Funds listed on the ASX. What is the difference between LICs and Unlisted Managed Fund?

Q: I am looking to invest in Managed Funds listed [...]

By |2021-01-29T11:40:41+11:00January 29th, 2021|Blog, Media Articles, Q&A Andrew Heaven|Comments Off on Q: I am looking to invest in Managed Funds listed on the ASX. What is the difference between LICs and Unlisted Managed Fund?

Q: I have been told the government has a reverse mortgage facility that is available to older Australians. My wife is and I are both 76 years old and our home is worth about $1.2 million.

Q: I have been told the government has a reverse [...]

By |2020-12-15T09:34:54+11:00December 11th, 2020|Blog, Media Articles, Q&A Andrew Heaven|Comments Off on Q: I have been told the government has a reverse mortgage facility that is available to older Australians. My wife is and I are both 76 years old and our home is worth about $1.2 million.

Q: As retirees, how can we invest for income when interest rates are so low?

Q: As retirees, how can we invest for income when [...]

By |2020-12-15T09:35:06+11:00December 11th, 2020|Blog, Media Articles, Q&A Andrew Heaven|Comments Off on Q: As retirees, how can we invest for income when interest rates are so low?

Q: My elderly widowed mother has been diagnosed with early-stage Dementia. Are we able to act on her behalf without having an Enduring Power of Attorney in place?

Q: My elderly widowed mother will need to move to [...]

By |2020-12-04T12:10:05+11:00December 4th, 2020|Blog, Media Articles, Q&A Andrew Heaven|Comments Off on Q: My elderly widowed mother has been diagnosed with early-stage Dementia. Are we able to act on her behalf without having an Enduring Power of Attorney in place?

Q: How much income we need to live on in retirement? What is a reasonable benchmark?

Q: My wife and I are in our late 50s [...]

By |2020-12-04T12:10:19+11:00November 27th, 2020|Blog, Media Articles, Q&A Andrew Heaven|Comments Off on Q: How much income we need to live on in retirement? What is a reasonable benchmark?

Q: I am looking to borrow to invest.  Can you give me feedback on the NAB Equity Builder loan facility?

Q: I am looking to borrow to invest.  Can you [...]

By |2020-12-04T12:10:39+11:00November 13th, 2020|Blog, Media Articles, Q&A Andrew Heaven|Comments Off on Q: I am looking to borrow to invest.  Can you give me feedback on the NAB Equity Builder loan facility?

Q: Now that the US elections are finished, it seems like it might be a good time to borrow to invest.  What are your thoughts on gearing?

Q: Now that the US elections are finished, it seems [...]

By |2020-12-04T12:10:47+11:00November 13th, 2020|Blog, Media Articles, Q&A Andrew Heaven|Comments Off on Q: Now that the US elections are finished, it seems like it might be a good time to borrow to invest.  What are your thoughts on gearing?

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: What am I eligible to claim on my tax return and what are the methods I can use to calculate my deductions for working from home during COVID-19?

Q: What am I eligible to claim on my tax [...]

By |2020-07-03T17:11:01+10:00July 3rd, 2020|Uncategorized|Comments Off on Q: What am I eligible to claim on my tax return and what are the methods I can use to calculate my deductions for working from home during COVID-19?

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.