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I gave one of my children $100,000 to help buy a property. The other child said no, thank you
I wish to be equal in what I give my children – what do I do now?
- by Noel Whittaker
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Opinion
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I’d like to give my parents $400,000. Will it affect their age pension?
My parents are concerned they will lose the pension after receiving my gift.
- by Noel Whittaker
Opinion
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How do I ensure my partner gets my super when I die?
There are extensive rules around nominating who will receive your super and/or pension payments upon death.
- by Noel Whittaker
Opinion
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Should we sell our investment property to top up our super?
When it comes to selling property, it can be prudent to wait until you’re in a lower tax bracket to lessen the impact of CGT.
- by Noel Whittaker
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I’m worried about the market. Should I move my super into cash?
It’s the nature of share-based investments to be volatile, and people who try to time the market often do far worse than those who accept the volatility.
- by Noel Whittaker
Opinion
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Are we too old to buy a few investment properties?
While it’s never too late to start investing, there are a few crucial considerations to keep in mind before you buy an investment property.
- by Noel Whittaker
Opinion
Banking products
We must stop this ‘nasty weed’ plaguing our financial system
It’s pervasive, affecting more and more people every day, and it wastes time – and yet most people have never heard of it.
- by Noel Whittaker
Opinion
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Does ATO need to know how I spend my pension?
While all regulated super funds have to report members’ pension payments to the ATO every three months, what happens when you manage your own super?
- by Noel Whittaker
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Can you withdraw a loved one’s super after death to save on tax?
It’s important to clarify strategies to save on superannuation “death tax”, as there are certain methods that will not work after death.
- by Noel Whittaker
Opinion
Estate planning
Death and taxes are inevitable. Here’s how retirees can minimise the latter
If couples and families don’t put proper preparations in place, serious financial problems can emerge when a loved one dies.
- by Noel Whittaker
Opinion
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Can I open a super account for my young grandson?
Helping kids with their super can mean you’ll run into some hurdles.
- by Noel Whittaker