News & Resources
Concessional contributions – what’s new
Concessional contributions – what’s newWhen it comes to superannuation, it is necessary to keep up with the changes, and today we are talking about the update to the most popular type of superannuation contribution – concessional contribution to super. From 1st July...
The second tax haven – franking credits
The second tax haven – franking creditsLast week we were talking about: “How is tax calculated in retirement?” and the topics was investing into Australian Shares. As I didn’t want to overload with information, I thought I would continue the subject of Australian...
How is tax calculated in retirement
How is tax calculated in retirementToday is my favourite segment: “Your questions answered” and today’s question comes from Sven, who asked me: If I earn $50,000 per year from a super income stream and then I earn $18,000 from bank interest, is that 18k tax free or is...
Steps to prepare for retirement
You are ready to retire, and now what? Steps to prepare for retirement.I’m sure that in every country you have to put some thought into planning for your retirement. Well, at least to figure out if you can actually afford to retire. But Australian system is so much...
Labor tax cuts – who benefits the most
Labor tax cuts – who benefits the mostPolitics 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...
How to invest $1mil for best retirement
How to invest $1mil for best retirement I meet a lot of people who are preparing themselves for retirement who have approximately $1mil. Therefore, I thought it is a nice, round figure, a good level of savings, and lots of people can relate to this scenario. In this...
What’s Planned for 2024
What’s Planned for 2024 HAPPY NEW YEAR 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. I have a feeling that 2024 will not be an easy year...
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....