Opinion
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Does my retired mother need to file a tax return?
Once you retire and are receiving the pension, generally you no longer need to file a tax return.
- by Noel Whittaker
Latest
Opinion
Superannuation
How to avoid a ‘death tax’ on your superannuation
The death tax on superannuation continues to generate much interest, but its intricacies – and ways to avoid it – are often not well understood.
- by Noel Whittaker
Analysis
Healthcare
More eligible for veteran healthcare card thanks to new criteria
New eligibility means as much as 10 per cent of the population could be in line for a veterans card.
- by Noel Whittaker
Opinion
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Should I help pay off my kids’ student debt or add to their super?
If you’re thinking of giving your kids a financial gift, consider helping pay down their HECS debt.
- by Noel Whittaker
Opinion
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I lost my pension when my husband died. Can I get it back?
When drawing up a will, it’s worth considering the impact it will have on your partner’s pension.
- by Noel Whittaker
Opinion
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Should I put my property profits back into my super?
Super is an excellent choice for a large, late-in-life investment thanks to its low taxation rate.
- by Noel Whittaker
Opinion
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How much can I gift my children while on the pension?
If you need to give your children money while on the pension, make sure you determine if it’s a gift or a loan.
- by Noel Whittaker
Analysis
Income tax
The tax traps that could catch you out this financial year
Be particularly careful when doing your tax returns, as the ATO has developed some of the most sophisticated data-matching systems in the world.
- by Noel Whittaker
Opinion
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I’m 65 and retired, should I keep my super in accumulation phase?
When it comes to managing your super once you hit retirement age, there’s no simple answer.
- by Noel Whittaker
Opinion
Charity
How you can reduce your tax bill through charitable giving
As the end of the financial year approaches, it is timely to remind you of the tax incentives that encourage charitable giving in Australia.
- by Noel Whittaker
Opinion
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Why won’t the government let me withdraw $50,000 in cash?
If you need to withdraw a significant sum of cash – such as to pay builders – do so with extreme caution.
- by Noel Whittaker