Investment property
We are making extra payments each month for our investment property
so that we can have it paid off as soon as possible, but people
tell us we are silly to pay it off so fast. What do you think?
Property or managed funds?
I have been thinking about buying an investment property, but feel
that a margin loan directed towards managed funds would give me
greater flexibility, and returns vs. risk, at the moment. What is
your opinion?
Investing an inheritance
I am about to inherit approximately $500,000 and want some advice
on how best to invest it.
Profit from property sale
Is it better for us to invest the profits from the sale of our
investment property entirely in a term deposit or in the loan
offset account and the balance in the term deposit?
How to invest
Could you guide us as to the best way to invest our money and
reduce tax at end of financial year?
Discretionary trust
I am now in a discretionary trust - can you tell me what my
responsibilities are?
Debt transferal
Is there a way of transferring the debt from our family home to
either our investment property or against our share portfolio, so
the interest can be deductible?
Superannuation
Now that I'm retired can I pull my money out of super and put it
into a term deposit earning 6.5%?
Debt arrangements
Should I be trying to maximise my deductible debt and minimise my
non deductible debt?
Super rules
What kind of control do you have over how you access your super
once you have retired?
Renting out
I would like to rent out my residence I have lived in for a year.
What would the implications be?
Super to stocks
Is it possible to withdraw from your super to start trading the
stock market?
Investing - what next?
I am confused as to whether I should just focus solely on my
mortgage or look at equity to invest in property, buy shares, or
contribute extra to my super.
Inherited money
I have received a $65,000 inheritance. What would you suggest is
the best way for us to invest this amount?
Property market rise
I was waiting for a property market drop, but it has now risen. How
do I work out the best time to buy?
Loss in shares
The company I have shares in are now showing a loss. Can I sell my
shares and claim a tax loss?
Super shuffle
Is it the right time to move my super from cash only to a share
fund or balanced portfolio?
Running a farm
My husband and I operate a small farm as a partnership. What amount
would we have to turn over before we can claim any tax deductions
against our individual taxation claims?
Buying property
I have $200k profit from the sale of my property and intend to buy
again next year - what would be the best strategy for investing
this money?
Shares for a minor
I am 14 years old and I'd like to invest in shares, any advice?
Managed fund
Could you recommend a managed fund to start investing in?
Finding a financial adviser
My husband and I have been looking into the feasibility of starting
a self-managed super fund. Is there a way to find a financial
adviser who specialises in this?
Super funds
Can you suggest a super fund with low fees?
Selling property
Can I still claim a tax deduction on a house I sold at a loss this
year compared to the purchase price over 25 years ago?
Profit from property sale
Is capital gains tax payable if I put the profit from the sale of
my property into super?
Inheritance
I have received an inheritance of shares and cash. Can you suggest
the best way to manage and grow this money?
Transition to Retirement
Assuming a transition to retirement is in place commencing 1st July
2009, what are the rules regarding payment frequency?