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Q: Could you please explain under what circumstances I am able to make a contribution to Superannuation.  I am 68 years old.

Q: Could you please explain under what circumstances I am [...]

By |2020-09-25T17:01:37+10:00September 25th, 2020|Blog, Media Articles, Q&A Andrew Heaven|Comments Off on Q: Could you please explain under what circumstances I am able to make a contribution to Superannuation.  I am 68 years old.

Q: My Super fund is asking me to do a Non-Lapsing Death Benefit Nomination. What are the significant tax implications for each beneficiary and what should I do?

Q: I recently received a letter from my Super fund [...]

By |2020-05-22T13:12:17+10:00May 22nd, 2020|Blog, Media Articles, Q&A Andrew Heaven|Comments Off on Q: My Super fund is asking me to do a Non-Lapsing Death Benefit Nomination. What are the significant tax implications for each beneficiary and what should I do?

Q: My wife and I are reviewing our Estate planning. Why do we also need a Death Benefit nomination for our Super funds?

Q: My wife and I are reviewing our Estate planning.  [...]

By |2020-05-22T13:19:22+10:00May 22nd, 2020|Blog, Media Articles, Q&A Andrew Heaven|Comments Off on Q: My wife and I are reviewing our Estate planning. Why do we also need a Death Benefit nomination for our Super funds?

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?

Q: The last thing my daughter wishes to occur is being notified by her Super fund to cancel her Insurance. What options does she have to retain the insurance cover?

Q: My daughter is a health care worker and has [...]

By |2020-04-03T11:45:28+11:00April 3rd, 2020|Blog, Media Articles, Q&A Andrew Heaven|Comments Off on Q: The last thing my daughter wishes to occur is being notified by her Super fund to cancel her Insurance. What options does she have to retain the insurance cover?

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?

Changing risk profile: Why is this relevant to me?

Given continued interest rate changes, clients often ask us where [...]

By |2019-11-20T12:55:28+11:00November 12th, 2019|Newsletters|Comments Off on Changing risk profile: Why is this relevant to me?

Q. What are the advantages of owning insurance inside Super?

Q. What are the advantages of owning insurance inside Super? [...]

By |2019-09-04T09:42:28+10:00February 25th, 2019|Blog, Media Articles, Q&A Andrew Heaven, Superannuation|Comments Off on Q. What are the advantages of owning insurance inside Super?