Noel Whittaker's Blog By Noel Whittaker
Download DOCX – This comprehensive document is designed to capture all the information your executor/s and attorney/s need. There are lots of prompts, and also free text fields so you can explain whatever you need to. – You do not need to complete every section, only what applies to you, so follow the regular ‘skip …
Capital gains tax on the home continues to baffle people. In a recent email a reader wondered about the position when a person moved into a new home, and rented out the original one. He asked if they can they nominate which is their principal place of residence, and also what address to put on …
The world is facing challenging times, and as usual, I’m getting a raft of emails from people asking whether they should quit their investments before it’s too late. The other question many are asking is what likely effect the situation in the Ukraine may have on stock markets. It is normal to feel apprehensive when …
Legislation has finally been passed to give effect to several of the key superannuation changes proposed in the 2021 Federal Budget. This is great news for retirees, and people approaching retirement, as they open the door to some worthwhile strategies. The changes include the removal of the work test requirement for non-concessional contributions for people …
Superannuation is an exempt asset for Centrelink purposes until the owner reaches pensionable age or until they start a pension from it. If a member of a couple has not reached pensionable age it’s prudent, if appropriate, to keep as much of the superannuation in the younger person’s name because then it is exempt from …