• Episode 24 UK State Pensions for Aussies
    Mar 5 2025

    If you ever worked in the UK, this is a must listen. The UK State Pension is a non mean-tested benefit which really is, money for jam. Backed by His Majesty's Government, learn how a modest outlay generates an effective return of at least 38 percent for life. A must for those who worked there - or your British mates.

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    12 mins
  • Episode 23 Listeners Question Super Downsizer and other Contributions
    Feb 26 2025

    How about a strategy where you buy a swanky apartment now, negatively gear the property until you retire, and then move in.

    You sell your existing home and dump the proceeds into super.

    Sounds like a plan ?

    In this podcast we answer a real life question that also deals with non concessional contributions and other things to consider, to maximise the tax concessions and benefits.

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    9 mins
  • Episode 22 Listeners Questions on Philip Clark's Nightlife
    Feb 21 2025

    A very busy session with questions ranging from Superannuation to Aged Care. Listen in, you're sure to learn something new.

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    50 mins
  • Episode 21 Listeners Questions on ABC Radio Mornings with Nadia Mitsopoulos
    Feb 19 2025

    A range of questions regarding Superannuation, Retirement, Tax and Pensions. The usual mix !

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    14 mins
  • Episode 20 A New MyGov Scam and how to avoid it.
    Feb 12 2025

    We reveal a new scam that appears to catch out even the tech savvy. A clever way of stealing your ID to access your MyGov data. A must-listen for any one making heavy use of the site.

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    7 mins
  • Episode 19 Annuities How they work and how to use them
    Feb 4 2025

    How about a no risk, lifetime retirement income, increasing each year with inflation and with significant Centrelink benefits?

    Sound good ?

    It's called an annuity and in this episode we explain how they work and why the Government is keen to see you use them.

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    10 mins
  • Episode 18 Investing for small children and how ETF's work
    Dec 11 2024

    In this "how-to" episode, we explain how you can establish an investment for little kids. Whether it is with a few hundred or a a few thousand dollars, the legal and practical things you need to know. We also provide a simple explanation about ETFs and things to watch for.

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    12 mins
  • Episode 17 - Fund managers what they do and how to find good ones.
    Dec 4 2024

    We pull apart how a managed fund - which includes super funds -actually work. How can you pick a good one from the thousands on offer - and get objective information? This is how the good planners do it. We speak to one of the World's Largest Fund Manager research houses - Morningstar,

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    20 mins