
Ask the Expert: Thinking of leaving your super to your children? Read this first
Question 1 I am 73 years old and have superannuation of $900,000 in a Commonwealth Superannuation Scheme account that I wish to...

Ask the Expert: Negotiating pension means test and working partners
Question 1 Hi, my husband has retired and withdrawn his super, with only a small amount in bank. However, he is unable...

Ask the Expert: Big questions remain even once the mortgage is paid
Question 1 I’ll be 59 soon. Full-time employed, salary $73,061 pre-tax. Super is $223,000, with investment mix as high growth (I changed...

Ask the Expert: How exactly will the proposed super tax affect you?
Question 1 I am an avid reader of your columns and would like to ask this question – I have read numerous...

Ask the Expert: Salary sacrificing alternatives for under 40s
Question 1 I’m 33 and have $150,000 in super. I am salary-sacrificing $600 a fortnight to try to grow my balance further....

Ask the Expert: Buy low, sell high – super and navigating market volatility
Question 1 Hello Craig. I recently retired at 61 and have a defined benefit pension that covers needs. Given world events and...

Ask the Expert: When moving from a SMSF to managed super makes sense
Question 1 I have a self-managed super fund with a property valued at $420,000 and $70,000 in cash. I have personal shares...

Ask the Expert: Diversify investments for flexibility and financial freedom
Question 1 We have been lucky enough to have paid off our owner-occupied mortgage. We are wondering what to do with the...

Ask the Expert: Is salary sacrificing to super a good idea in an unstable sharemarket?
Question 1 I am making pre-tax salary contributions to my super. Is it worth continuing these in the current unstable market shares...

Ask the Expert: When it comes to retirement, sometimes one house is better than two
Question 1 My wife and I are 70 and both still working full time. We own two properties outright. We live in...