wealth management

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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: 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: What is the difference between Listed Investment Companies (LICs) and Exchange Traded Funds (ETFs)?

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

By |2020-12-04T12:10:28+11:00November 20th, 2020|Blog, Media Articles, Q&A Andrew Heaven|Comments Off on Q: What is the difference between Listed Investment Companies (LICs) and Exchange Traded Funds (ETFs)?

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: 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 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: Preservation rules for Superannuation. What are the tax consequences?

Q: I am 56 years old and recently made redundant.  [...]

By |2020-05-01T13:09:14+10:00May 1st, 2020|Blog, Media Articles, Q&A Andrew Heaven|Comments Off on Q: Preservation rules for Superannuation. What are the tax consequences?

Q: Beyond the coronavirus support package, how do I access my Superannuation in the event of financial hardship?

Q: I am 42 and unemployed for 6 months.  If [...]

By |2020-05-15T15:18:59+10:00May 1st, 2020|Blog, Media Articles, Q&A Andrew Heaven|Comments Off on Q: Beyond the coronavirus support package, how do I access my Superannuation in the event of financial hardship?