Opinion
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I have $4.5 million in assets - can I get a Seniors Health Card?
Even if you have millions of dollars in assets, you can still be eligible for the Commonwealth Seniors Health Card.
- by Noel Whittaker
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Opinion
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Will paying for the grandkids’ school fees affect our pension?
Giving a gift – like paying for your grandkid’s school fees – can affect your pension if the amount is high enough.
- by Noel Whittaker
Opinion
Budgeting
Despite $12 coffees, managing your money overseas has never been easier
The travel financing headaches of the past are now almost all gone, thanks to a range of new products in the market.
- by Noel Whittaker
Opinion
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How will our joint-owned investment properties affect our pension?
When a couple applies for the age pension, all their assets – such as multiple properties – are assessed.
- by Noel Whittaker
Opinion
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I’m a self-funded retiree, can I avoid paying tax on my shares?
When selling shares, the capital gains will be added to your taxable income, but there are some ways to reduce the strain.
- by Noel Whittaker
Opinion
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Will I lose my age pension if I get married?
When it comes to assessing your income for pension purposes, marriage may not matter as much as you think.
- by Noel Whittaker
Can I receive the age pension as well as the carer’s pension?
You can’t have both, so you will need to decide which one is the most appropriate under your circumstances.
- by Noel Whittaker
Opinion
Income tax
Do pensioners need to lodge a tax return?
Pensioners eligible for the seniors and pensioner tax offset have a higher income threshold before needing to lodge a return.
- by Noel Whittaker
Parking your money the smart way
Every investment strategy has its benefits and disadvantages.
- by Noel Whittaker
Opinion
Pension
Will investing in shares affect my pension?
Working out how any potential investments will affect your pension can sometimes be a difficult calculation.
- by Noel Whittaker
Opinion
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How do I avoid paying tax on my non-super assets?
Many retirees should consider moving all their money out of superannuation as they get into their later years.
- by Noel Whittaker