Money Expert

Noel Whittaker

The Financial Wizard of Oz
Downsizer contributions: Everything you need to know
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Age Pension
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Noel Whittaker, better known as the Financial Wizard of Oz, has been helping Aussies make the most of their money for decades. Source: Noel Whittaker
Everyday money

Noel Whittaker’s 2 top tips for financial success that anyone can use

Noel Whittaker’s 2 top tips for financial success that anyone can use

"Credit cards are like warm, salted cashews - once you get the taste you just keep going!"
A person's superannuation is not assessed by Centrelink until they have reached pensionable age. Source: Getty
Money Questions

‘I want to retire earlier than planned, how do I go about this?’

‘I want to retire earlier than planned, how do I go about this?’

Finance guru Noel Whittaker answers a common money question.
Death duties and taxes: Can’t we just let sleeping dogs lie?
Everyday money

Death duties and taxes: Can’t we just let sleeping dogs lie?

Death duties and taxes: Can’t we just let sleeping dogs lie?

From land taxes to death duties and CGT, there's a lot of suggestions flying around the land of Oz at the moment. Noel Whittaker shares his thoughts.
Make sure you take expert advice before any action. Source: Getty
Age Pension

‘If I give my inheritance to my sons and nephews, will it impact my pension?’

‘If I give my inheritance to my sons and nephews, will it impact my pension?’

Plus, can you spend all your super then claim the pension? Noel Whittaker has the answers.
Under the bring-forward rules, a member can bring forward up to three-years-worth of contributions and make one large contribution in the one year. Source: Getty
Experts

Super concessional caps avoid needless tinkering – for now

Super concessional caps avoid needless tinkering – for now

Despite suggestions it should be axed, the concessional cap will go up on July 1, with implications for anyone trying to reduce CGT.
Is there a storm brewing in the world of interest rates? Noel Whittaker gives the forecast. Source: Getty.
Investment

‘Investors are betting Aussie rates will sink further in 2021. I agree with them’

‘Investors are betting Aussie rates will sink further in 2021. I agree with them’

Negative interest rates on mortgages are now the norm in Denmark. Some investors appear to expect the same to happen here.
Broken whiter ceramic piggy bank in pieces on red surface
Retirement Income

Australia’s demographic problem: Why the retirement income review won’t fix it

Australia’s demographic problem: Why the retirement income review won’t fix it

"The main problem with the review is the assumption that our present Age Pension system can continue at its present generous level."
Noel Whittaker says that bringing in a death tax wouldn't be easy. Source: Getty.
Estate planning

The dreaded death tax already exists (in a way): Here’s how to avoid it

The dreaded death tax already exists (in a way): Here’s how to avoid it

"Let’s get real. Going to an election with a policy of bringing in death duties would be highly risky for any party. But there are situations already occurring in which a tax on death can occur."
Noel Whittaker puts pen to paper to share some helpful tips on surviving the economy. Source: Getty.
Experts

The two key questions retirees ask Noel Whittaker right now

The two key questions retirees ask Noel Whittaker right now

"Changing banks continually to grab an extra 0.5 per cent is a mug's game."

About Noel Whittaker

Noel Whittaker’s voice and writing is known to millions of Australians through his regular appearances on ABC radio and Channel 9 and his weekly columns in major newspapers. No personal financial conundrum is too tricky for the former owner of one of Queensland’s biggest financial planning companies. Noel’s written 22 books that have sold more than two million copies in all, including Making Money Made Simple, which was recently named as one of the top 100 most influential books of the past century. He’s a Member of the Order of Australia, an independent director of ASX-listed VGI Global, a chartered tax adviser, a member of the Australian Securities and Investment Commission’s regional liaison committee and an executive in residence and adjunct professor with the faculty of business at the Queensland University of Technology.