News & Resources
All news, resources and ideas you need to create your financial security
In today’s world we are bombarded with an incredible amount of information,
so it is good to know that here, I only pass on to you what is relevant to your personal and financial growth
as well as our social and ethical wellbeing.
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How is tax calculated in retirement
Today is my favourite segment: “Your questions answered” and today’s question comes from Sven..
Steps to prepare for retirement
So today, we are talking about the reasons why in Australia it is important to organise a plan, to be well prepared for your retirement, and those are the reasons that I was able to think of:
Labor tax cuts – who benefits the most
Politics is an amazing beast, and we all have love/hate relationship with it. But regardless of your feelings towards politics, political parties, or political leaders, we are all impacted by government decisions which have a profound impact on our lives, and most certainly on our financial outcomes.
How to invest $1mil for best retirement
How to invest $1mil for best retirementI meet a lot of people who are preparing themselves for...
What’s Planned for 2024
Let’s talk about what’s Planned for 2024 and I do hope you had an amazing Christmas with your loved ones, and that you managed to welcome the New 2024 Year with people that you care about, family or your friends.
Smart Tips for Retirees: Kickstarting 2024
It is always a great idea to commence a new year on a positive note. Dive into a wealth of knowledge by binge-watching my previous videos, where I share invaluable insights on enhancing your retirement planning, optimising your investments, and boosting your savings
Is gifting money for Christmas a good present?
As much as I’ve always loved Christmas, I have noticed also that the older we get, the more difficult it is to buy presents. Often I don’t know what to buy, but also what is the appropriate value for a present?
So I have been thinking, maybe money is the best option?
How to keep your money and data safe
Last Monday our business was targeted by hackers. Believe me, this is a terrifying experience, when a business hold so much data about many clients that we have to protect.
Creating tax-free income in retirement
Based on the above information, we have already established that income received from your account-based pension is not a taxable income, it is tax-free.
Should I sell down my investment and keep all my super in cash due to volatility?
In the last year, market has proven to us that it can be pretty volatile and unpredictable. I had lots of people asking me if they should sell down their investments either privately owned, so invested on their personal names or under any other structure such as trust or a company, as well as investments held within superannuation.
How much life is costing you in retirement?
This is the question I get asked very often by new clients, followers of this YouTube Channel or readers of my weekly Newsletter “How do I work out my expenses in retirement? How do I know if my spendings are within the limits or if I overspend?”.
What to do before downsizing your home
Today I would like to go back to the topic of downsizing. You can already find my articles explaining the downsizer contributions to super Part 1 and Part 2. Great source of information to understand rules of this specific type of super contribution.