Coronavirus early access to super - tax
I haven't written on early access to super due to lack of time and well, because everyone else has! My summarised thoughts: It's not...
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Kyle's ramblings
- Apr 24, 2020
- 2 min
Industry funds – Unlisted assets
I am a fan of many super fund options, but I can’t stress enough that it is now time to review your investment strategy because something...
- Apr 3, 2020
- 1 min
Friday Q & A – Do you help people interstate?
Question Do you help people interstate? Answer Short answer – yes! Whilst I have meeting facilities in Sydney & Newcastle my business is...
- Dec 7, 2019
- 3 min
First home super saver scheme – pro tip
I’ve written in the past of the benefits of the stupidly overly complicated First Home Super Saver Scheme and it seems to be gaining...
- Jul 20, 2019
- 2 min
What’s so bad about commissions anyway?
If you ever chat to me about financial advice you’ll quickly realise I’m super passionate that financial advice should be independent and...
- Jun 28, 2019
- 2 min
URGENT: Haven’t contributed to super in 16 months? Think about this…
I was going to post this a lot earlier however figured as it doesn’t affect a large % of millennials and find we millennials tend to...
- Jun 16, 2019
- 8 min
Friday Q & A – What are the downsides of index funds?
Question What are the downsides of index funds? Answer Firstly, sorry I’m a bit late on this one, 30 June is fast approaching! I haven’t...
- Jun 7, 2019
- 3 min
Friday Q & A – Do you only work with millennials?
Question Do you only work with millennials? Answer Based on my website and business name, there are no prizes for guessing that I...
- May 24, 2019
- 2 min
Friday Q & A – How should I invest my home deposit?
Question How should I invest my home deposit? Answer This is a question I often get asked and the question I always ask back is “how long...
- May 17, 2019
- 2 min
Friday Q & A – Do investment fees really make a difference?
Question Do lower investment fees really make much difference? Answer With most things in life, you get what you pay for. If I buy a...
- May 15, 2019
- 3 min
First Home Loan Deposit Scheme – Good, right?
So, after 6 years in Government and 1 week out from an election (coincidence?), the LNP has all of a sudden acknowledged that something...
- May 3, 2019
- 6 min
Friday Q & A – How can I buy a place?
Question How can I buy a place? Answer This is a broad question that I’ll break into two areas: How do I get the finances to buy a place?...
- Apr 12, 2019
- 3 min
Friday Q & A – At what age should a young person consider life insurance?
Question At what age should a young person consider life insurance? Answer I’ve covered the different types of life insurance and the...
- Apr 12, 2019
- 4 min
Friday Q & A – What do I need to know about investing ethically?
Question What do I need to know about investing ethically? Answer Ethical investing is a growing area of investment management as more...
- Mar 29, 2019
- 2 min
Friday Q & A – Fixed rates
Question My bank’s offering me a lower fixed rate than my current variable rate, should I fix my rate? Answer As interest rates are...
- Mar 16, 2019
- 3 min
Friday Q & A – First Home Super Saver Scheme
Question I’m looking to buy a home in the next couple of years and have heard about the First Home Super Saver Scheme. Is it worth it?...
- Mar 11, 2019
- 2 min
Investment bonds
I often hear people asking about investment bonds as a way to save for a future expense like their kid’s education. There are two reasons...
- Mar 11, 2019
- 3 min
Friday Q & A – Redraw vs offset account
Question What’s the difference between a redraw facility and an offset account? Answer Interest on a home loan is calculated on the...
- Mar 8, 2019
- 4 min
Friday Q & A – Insurance
Question I’ve been putting it off but finally looking to sort out my insurance. How much should I have? Answer There are four main...
- Mar 1, 2019
- 2 min
Friday Q & A – Managing a windfall
Question I’m halfway through spending my $500,000 inheritance due to not having a plan or a job. Is it too late to save myself? Answer...
- Feb 22, 2019
- 2 min
Friday Q & A – Paying down mortgage vs investing
Question I own my home and have money in my offset account, should I keep it there or should I invest? Answer This is one of the most...
- Feb 5, 2019
- 4 min
The Barefoot Investor
If you get a mention in The Betoota Advocate it’s a good indicator that you’re on the national agenda and no doubt The Barefoot Investor...
- Feb 5, 2019
- 2 min
Independent Financial Advice
In financial advice, the words independent, impartial and unbiased are only to be used by advisers that meet this standard. And rightly...
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