sydney apartment

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?
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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?

Blog, Media Articles, Q&A Andrew Heaven

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 WealthPartners|2020-07-17T16:16:52+10:00July 17th, 2020|Blog, Media Articles, Q&A Andrew Heaven|Comments Off

Q. Could you please explain the difference between purchasing the property as “Joint Tenants” as opposed to “Tenants in Common”?
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Q. Could you please explain the difference between purchasing the property as “Joint Tenants” as opposed to “Tenants in Common”?

Blog, Media Articles, Q&A Andrew Heaven

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 WealthPartners|2019-09-06T17:29:16+10:00September 6th, 2019|Blog, Media Articles, Q&A Andrew Heaven|Comments Off

Q. I need to seek a short term residential care for dad whilst I am away. What options do I have available?
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Q. I need to seek a short term residential care for dad whilst I am away. What options do I have available?

Blog, Media Articles, Q&A Andrew Heaven

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 WealthPartners|2019-09-04T09:38:11+10:00September 2nd, 2019|Blog, Media Articles, Q&A Andrew Heaven|Comments Off

Q. How can we ensure mum is comfortable in her final years and can afford the care costs?
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Q. How can we ensure mum is comfortable in her final years and can afford the care costs?

Blog, Media Articles, Q&A Andrew Heaven

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 WealthPartners|2019-09-04T09:38:20+10:00September 2nd, 2019|Blog, Media Articles, Q&A Andrew Heaven|Comments Off

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

Blog, Media Articles, Q&A Andrew Heaven

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 WealthPartners|2019-09-04T09:38:43+10:00August 26th, 2019|Blog, Media Articles, Q&A Andrew Heaven|Comments Off

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.
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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.

Blog, Media Articles, Q&A Andrew Heaven

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 WealthPartners|2019-09-04T09:38:53+10:00August 15th, 2019|Blog, Media Articles, Q&A Andrew Heaven|Comments Off

Q. What is the difference between active portfolio management and passive portfolio management?
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Q. What is the difference between active portfolio management and passive portfolio management?

Blog, Media Articles, Q&A Andrew Heaven

Q. What is the difference between active portfolio management and passive portfolio management?

Q. What is the difference between active portfolio management and [...]

By WealthPartners|2019-09-04T09:39:05+10:00August 15th, 2019|Blog, Media Articles, Q&A Andrew Heaven|Comments Off

Q. I would like to invest into shares either through an Exchange Traded Fund (ETFs) or a Managed Fund. Can you please explain the difference?
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Q. I would like to invest into shares either through an Exchange Traded Fund (ETFs) or a Managed Fund. Can you please explain the difference?

Blog, Media Articles, Q&A Andrew Heaven

Q. I would like to invest into shares either through an Exchange Traded Fund (ETFs) or a Managed Fund. Can you please explain the difference?

Q. I would like to invest into shares either through [...]

By WealthPartners|2019-09-04T09:39:16+10:00August 15th, 2019|Blog, Media Articles, Q&A Andrew Heaven|Comments Off

APRA’s changes set to increase customers borrowing power
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APRA’s changes set to increase customers borrowing power

Blog, Media Articles, Q&A Andrew Heaven

APRA’s changes set to increase customers borrowing power

Q. What are the changes Australia Prudential Regulation Authority (APRA) [...]

By WealthPartners|2019-09-04T09:39:46+10:00July 31st, 2019|Blog, Media Articles, Q&A Andrew Heaven|Comments Off

Q. My Superannuation may be transferred to the ATO as an inactive account. What does this mean and what options do I have?
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Q. My Superannuation may be transferred to the ATO as an inactive account. What does this mean and what options do I have?

Blog, Media Articles, Q&A Andrew Heaven

Q. My Superannuation may be transferred to the ATO as an inactive account. What does this mean and what options do I have?

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

By WealthPartners|2019-09-04T09:40:03+10:00July 22nd, 2019|Blog, Media Articles, Q&A Andrew Heaven|Comments Off