Opinion
Estate planning
Three things to keep in mind when planning your will
Twelve million Australians do not have a will, and 60 per cent have never given a thought to estate planning. That’s a serious situation.
- by Noel Whittaker
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Opinion
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I have $1.9m in my pension account. Can I add in more to save on tax?
While adding to your super once it hits the cap isn’t possible, your savings can still grow through the power of compound interest.
- by Noel Whittaker
Opinion
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What’s the best way to invest half-a-million dollars in international shares?
Investing in international shares can sometimes be a headache, so it’s worth considering options closer to home.
- by Noel Whittaker
Analysis
Income tax
How landlords can avoid the ATO’s tax traps this financial year
The tax office is keeping expenditure on rental properties under the microscope. Here’s how to avoid being tripped up.
- by Noel Whittaker
Opinion
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I’m retired and working as an Uber driver. Do I need to log my hours?
Keeping your affairs tax compliant can be a tangle, especially once you’re retired.
- by Noel Whittaker
Opinion
Budgeting
This tax time, it pays to remember my ‘guaranteed’ secret for wealth
In a few weeks, everybody will have a fatter pay packet because the tax rates are changing. Smart money managers will put the extra to good use.
- by Noel Whittaker
Opinion
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We’re done with travel, should we shift our super into pension mode?
Shifting your super from accumulation mode to pension mode can have tax benefits, but you’ll be forced to withdraw some each year.
- by Noel Whittaker
Opinion
Tax cuts
As tax cuts loom, donating to charity shouldn’t just be for the rich
It’s not just millionaires looking to charitable giving ahead of 30 June. Here’s how you can make the most of it.
- by Noel Whittaker
Opinion
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When do I need to start worrying about the $3m super tax?
If your super balance is over the $3 million mark, where it will soon be subject to higher tax, there are some key dates to be aware of.
- by Noel Whittaker
Opinion
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Will my pension be cut if I move in with my sister?
Moving in with a sibling is unlikely to have a bearing on your pension as Centrelink does not consider family members as being in a relationship.
- by Noel Whittaker
Opinion
Pension
Deeming freeze a plus for pensioners, but rates can’t stagnate forever
The freezing of deeming rates has provided some certainty in an environment of rising interest rates. But at some point they will need to rise.
- by Noel Whittaker