Opinion
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How soon do we need to sell the house after entering aged care?
If you’re in aged care and on the pension, delaying the sale of your home can affect the amount of money you receive.
- by Noel Whittaker
Latest
Opinion
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I’ve been scammed by my broker, can I claim it as a tax loss?
When you fall victim to an investment scam, here’s what you can do.
- by Noel Whittaker
Opinion
Aged care
How to fund aged care without plundering our super
Proposed solutions for funding aged care are plagued with issues. But there is one way we could solve the problem.
- by Noel Whittaker
Opinion
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Does my retired mother need to file a tax return?
Once you retire and are receiving the pension, generally you no longer need to file a tax return.
- by Noel Whittaker
Opinion
Superannuation
How to avoid a ‘death tax’ on your superannuation
The death tax on superannuation continues to generate much interest, but its intricacies – and ways to avoid it – are often not well understood.
- by Noel Whittaker
Analysis
Healthcare
More eligible for veteran healthcare card thanks to new criteria
New eligibility means as much as 10 per cent of the population could be in line for a veterans card.
- by Noel Whittaker
Opinion
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Should I help pay off my kids’ student debt or add to their super?
If you’re thinking of giving your kids a financial gift, consider helping pay down their HECS debt.
- by Noel Whittaker
Opinion
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I lost my pension when my husband died. Can I get it back?
When drawing up a will, it’s worth considering the impact it will have on your partner’s pension.
- by Noel Whittaker
Opinion
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Should I put my property profits back into my super?
Super is an excellent choice for a large, late-in-life investment thanks to its low taxation rate.
- by Noel Whittaker
Opinion
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How much can I gift my children while on the pension?
If you need to give your children money while on the pension, make sure you determine if it’s a gift or a loan.
- by Noel Whittaker
Analysis
Income tax
The tax traps that could catch you out this financial year
Be particularly careful when doing your tax returns, as the ATO has developed some of the most sophisticated data-matching systems in the world.
- by Noel Whittaker