retirement planning

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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.

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?

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 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?

Q: I am looking to access a part of my Superannuation as a result of losing my job last week. I am 48 and have a mortgage.  How much can I draw and who do I apply to and what is the process?

Q: I am looking to access a part of my [...]

By |2020-03-27T11:40:38+11:00March 27th, 2020|Blog, Media Articles, Q&A Andrew Heaven|Comments Off on Q: I am looking to access a part of my Superannuation as a result of losing my job last week. I am 48 and have a mortgage.  How much can I draw and who do I apply to and what is the process?

Q: My wife and I have both recently reached qualifying age for the Age Pension. Can you please explain how Centrelink calculate our entitlements?

Q: My wife and I have both recently reached qualifying [...]

By |2020-02-20T16:27:43+11:00February 20th, 2020|Blog, Media Articles, Q&A Andrew Heaven|Comments Off on Q: My wife and I have both recently reached qualifying age for the Age Pension. Can you please explain how Centrelink calculate our entitlements?

Q: According to Centrelink, we are ineligible to receive Age Pension but qualifies for Commonwealth Seniors Health Card. What is it and its benefits?

Q: Centrelink have advised that we are ineligible to receive [...]

By |2020-02-20T14:43:10+11:00February 20th, 2020|Blog, Media Articles, Q&A Andrew Heaven|Comments Off on Q: According to Centrelink, we are ineligible to receive Age Pension but qualifies for Commonwealth Seniors Health Card. What is it and its benefits?

Q: With Term deposit rates falling to a ridiculous level, what are the alternate investment for our term deposit money?

Q: As self-funded retirees, we rely on returns from shares [...]

By |2020-01-24T16:25:33+11:00January 24th, 2020|Blog, Media Articles, Q&A Andrew Heaven|Comments Off on Q: With Term deposit rates falling to a ridiculous level, what are the alternate investment for our term deposit money?

Q:I have been told that the government has a reverse mortgage facility that is available to Age Pension recipients. Is this correct?

Q. We are struggling to meet our daily living expenses [...]

By |2020-01-24T16:19:09+11:00January 24th, 2020|Blog, Media Articles, Q&A Andrew Heaven|Comments Off on Q:I have been told that the government has a reverse mortgage facility that is available to Age Pension recipients. Is this correct?