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  • Compulsory super increasing and what happens when you exceed the caps?
    2025/06/11

    In this episode, we explain the increase to compulsory super due to kick in on July 1 and how the definition of who's eligible is very broad. Just because you're a contractor, even as a Pty Ltd company, doesn't mean the "boss" can avoid paying your compulsory super! We also explain what happens if you exceed your contribution caps and what NOT to do.

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    12 分
  • Radio: ABC Mornings Money Matters with Nadia Mitsopoulos
    2025/06/08

    We field questions from listeners regarding super, the pension and tax.

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    15 分
  • Radio: ABC Nightlife with Chris Taylor June 3, 2025
    2025/06/04

    Across Australia on ABC's Nightlife program with Chris Taylor (Of The Chaser fame) filling in for Phil Clark.

    In this episode we deal with listener's questions ranging form what to do with your super, super downsizer contributions, Estate planning tax issues and updating Centrelink. There's something for everyone here!

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    44 分
  • Your final expense: Funerals and how some, could get the government to pick up the bill
    2025/05/29

    Its an inevitable expense. How much will it cost and what can you do, to ease the pressure on your loved ones and the hip-pocket.

    We explain how a means tested pensioner, can take advantage of the rules to effectively get the government to pay for your send-off.

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    12 分
  • Reverse Mortgages explained and a low cost government alternative
    2025/05/21

    In this episode we explain how a reverse mortgage works and who they're suited to. Importantly, we explain a low cost government alternative that charges LESS THAN HALF the interest rate of a commercial loan.

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    8 分
  • Radio: ABC Nightlife with Phillip Clark = FIXED !
    2025/05/14

    Sorry, an earlier version of this podcast had a period of silence at the beginning. That's now fixed


    The most recent Nightlife with Philip Clark on ABC Local Radio across Australia.

    From turbulent markets to dodgy fixed interest investments, we dealt with many questions from listeners ranging from Centrelink to Superannuation to death benefits.

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    50 分
  • The ALP Tax policies that are set to become law.
    2025/05/07

    The election's over and with such a comprehensive result, the announcements made during the campaign are set to become law. From new taxes on super, nasty changes to tax deduction rules and the possible end of the pop-up tax clinic in you local shopping centre. - Tax returns made easier still. Why many people should get a boosted tax refund.

    We explain the policies and how they might affect you.

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    9 分
  • Retirement Village Exit fees impacting your aged care choices
    2025/04/30

    We explain in simple terms, why you need to consider the financial arrangements surrounding retirement villages and aged care costs. The bottom line here is that retirement Village homes are NOT a property investment and I am yet meet someone who exited a traditional retirement village setup who didn't lose a lot of money.

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    8 分