• Episode 15 How to minimise the "Super Death Tax"
    Nov 20 2024

    We explain what taxes apply to your super when you die and some simple tricks you can do to minimise the impact on your loved ones. Savings of more than $60,000 in tax might just be, a few clicks away...

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    10 mins
  • Episode 14 ABC Nightlife with Philip Clark and listeners
    Nov 13 2024

    In this session we answered questions dealing with Enduring Powers Of Attorney, how much can a senior earn before paying tax, Aged Care RADs and heaps of Super Questions?

    Enjoy

    (and don't forget to rate and subscribe!)

    websites mentioned:

    netplan.com.au

    moneysmart.gov.au

    cifaa.asn.au


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    51 mins
  • Episode 13 Using your big empty home to generate tax free income.
    Nov 7 2024

    We explore the benefits of using the empty bedrooms in your home to make tax-free income, where only a fraction might be assessable by Centrelink. That also means that when it comes time to sell, you won't be up for Capital Gains Tax.

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    8 mins
  • Episode 12 Special Update. How to boost your pension under the asset test
    Nov 1 2024

    This is an update with the latest figures and tricks on how to boost your Centrelink Pension if you are affected by the Asset Means test. It includes a full explanation of the gifting rules.

    Please remember to rate us and subscribe to future episodes.

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    10 mins
  • Episode 11 Radio 6PR Dollars and Sense with calls
    Oct 30 2024

    How you can save hundreds with DIY tax returns - free and assisted by the ATO. Get free help if you income is under $60,000. Calls on Account Based Pensions and Super

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    18 mins
  • Episode 10 Accessing your Superannuation
    Oct 23 2024

    One of the most common questions asked? How can I access my super ? What are the rules about getting hold of my super before I'm retired?

    In this episode, we talk to someone who accessed $67,000 to fix his teeth and the nasty surprise he discovered weeks later.

    Compassionate Grounds, Severe Financial Hardship - what are the rules ?

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    13 mins
  • ABC Money Matters with Nadia Mitsopoulos
    Oct 16 2024

    When is the boss required to pay your super ? We explain to Cameron why Salary Sacrificing EVERYTHING to super is not always a good idea and Chad discovers what happens if you go over your super contribution cap limit. Plus lots more.

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    17 mins
  • Episode 3/3 How much should you pay for financial advice.
    Oct 9 2024

    The key questions answered. How much will I be charged, how much is reasonable and what services should I be expecting for my money ?

    Is a Self Managed Super Fund the best option ?

    How can I tell if I've found a good adviser.

    Insider tips from 35 years as an adviser that's seen it from all sides.

    Life started as a life insurance salesman and in the end, was a lecturer and unit controller at a prestigious Australian University.

    Nick Bruining is a Financial Planner and Authorised representative of NS Financial Pty Ltd trading as Netplan.

    Netplan provides general information and advice which is not personal advice. Personal advice takes your circumstances into consideration.

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    11 mins