• Increases to Centrelink Means test thresholds and why Millionaires now qualify.
    Jun 18 2025

    A home-owning couple can now have $1 Million plus in assets other than the family home and still qualify for a part age pension! In this episode, we explain the July 1 changes to means test thresholds and their significance to anyone approaching or in retirement.

    We regularly come across people who thought they were entitled to nothing - buy were wrong!

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    10 mins
  • Compulsory super increasing and what happens when you exceed the caps?
    Jun 11 2025

    In this episode, we explain the increase to compulsory super due to kick in on July 1 and how the definition of who's eligible is very broad. Just because you're a contractor, even as a Pty Ltd company, doesn't mean the "boss" can avoid paying your compulsory super! We also explain what happens if you exceed your contribution caps and what NOT to do.

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    12 mins
  • Radio: ABC Mornings Money Matters with Nadia Mitsopoulos
    Jun 8 2025

    We field questions from listeners regarding super, the pension and tax.

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    15 mins
  • Radio: ABC Nightlife with Chris Taylor June 3, 2025
    Jun 4 2025

    Across Australia on ABC's Nightlife program with Chris Taylor (Of The Chaser fame) filling in for Phil Clark.

    In this episode we deal with listener's questions ranging form what to do with your super, super downsizer contributions, Estate planning tax issues and updating Centrelink. There's something for everyone here!

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    44 mins
  • Your final expense: Funerals and how some, could get the government to pick up the bill
    May 29 2025

    Its an inevitable expense. How much will it cost and what can you do, to ease the pressure on your loved ones and the hip-pocket.

    We explain how a means tested pensioner, can take advantage of the rules to effectively get the government to pay for your send-off.

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    12 mins
  • Reverse Mortgages explained and a low cost government alternative
    May 21 2025

    In this episode we explain how a reverse mortgage works and who they're suited to. Importantly, we explain a low cost government alternative that charges LESS THAN HALF the interest rate of a commercial loan.

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    8 mins
  • Radio: ABC Nightlife with Phillip Clark = FIXED !
    May 14 2025

    Sorry, an earlier version of this podcast had a period of silence at the beginning. That's now fixed


    The most recent Nightlife with Philip Clark on ABC Local Radio across Australia.

    From turbulent markets to dodgy fixed interest investments, we dealt with many questions from listeners ranging from Centrelink to Superannuation to death benefits.

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    50 mins
  • The ALP Tax policies that are set to become law.
    May 7 2025

    The election's over and with such a comprehensive result, the announcements made during the campaign are set to become law. From new taxes on super, nasty changes to tax deduction rules and the possible end of the pop-up tax clinic in you local shopping centre. - Tax returns made easier still. Why many people should get a boosted tax refund.

    We explain the policies and how they might affect you.

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    9 mins