Investment

Even though the transfer of shares is a gift, the Australian Tax Office (ATO) will attach a value to the shares based on the closing price on the date the transfer takes place. Source: Getty

Money Questions

‘What are the costs of transferring shares to my grandkids?’

There are quite a few issues to consider here surrounding tax and Centrelink, Nick Bruining explains.

Money ExpertNick Bruining

Investment

‘Can I claim tax deductions on my investment property if I have other income?’

‘Can I claim tax deductions on my investment property if I have other income?’

Investment properties can be a minefield! Luckily, money expert Nick Bruining is here to help.

Money ExpertNick Bruining

If you are a single and your taxable income comes in at less than $33,898, you pay no tax and no Medicare levy. Source: Getty

Investment

Locked out of the super system? Tax-paid savings bonds could be the answer

Locked out of the super system? Tax-paid savings bonds could be the answer

Just like a super fund, play by the rules and you'll end up collecting the proceeds completely tax free, Nick Bruining explains.

Money ExpertNick Bruining

Provided you leave the fund in place for 10 years, any withdrawals will be received tax free. Source: Getty

Experts

We need to talk about: Bitcoin

We need to talk about: Bitcoin

Bitcoin has been the best-performing global currency in the past decade, with an average yearly return of more than 150 per cent. Leigh Travers explains the basics.

Director of Blockchain AustraliaLeigh Travers

The bitcoin blockchain is the most secure computer network in the world. Source: Getty

Investment

3 reasons bonds should be considered for balanced investment portfolios

3 reasons bonds should be considered for balanced investment portfolios

Bond yields are now poised to potentially rise as central banks contemplate reining in their monetary largesse and governments pull back on fiscal stimulus, Rodney Horin explains.

Money ExpertRodney Horin

In recent times, bond prices have increased along with share prices due to unprecedented monetary policy stimulus by various central banks. Source: Getty

Experts

How much risk are you really taking on shares? You might be surprised

How much risk are you really taking on shares? You might be surprised

"Many of my clients are quite shocked when I explain the level of share exposure they have within their superannuation."

Money ExpertZac Ayoubi

Many of my clients are quite shocked when I explain the level of share exposure they have within their superannuation. Source: Getty

Downsizing & Decluttering

Considering downsizing? Why now could be the right time to strike

Considering downsizing? Why now could be the right time to strike

Now could be the perfect time for over-60s to take the cash and dash.

Written byAnna Wall

With the housing boom forecast to start slowing down midyear, now could be the right time to sell. Source: Getty

News

Catalyst of Australia’s next financial crisis: Costello shares his prediction

Catalyst of Australia’s next financial crisis: Costello shares his prediction

Australia's longest-serving treasurer Peter Costello is warning we could be in for another recession if the government and central banks don’t have an exit strategy.

Written byAnna Wall

Future Fund chairman and former federal treasurer Peter Costello. Source: Ian Waldie/Getty Images

News

Don’t be a victim! National watchdog warns investors of dodgy bond scams

Don’t be a victim! National watchdog warns investors of dodgy bond scams

One mistake could destroy years of careful planning for your retirement.

Written byRachael Rosel

An official scam alert has been issued for Australian investors. Source: Getty.

Retirement Income

How an Australian mortgage trust could help meet your retirement income needs

How an Australian mortgage trust could help meet your retirement income needs

Access competitive returns on an investment that’s carefully risk-managed by a trusted Australian fund manager.

Written byTrilogy Funds

By lending on residential and commercial property developments across Australia’s eastern states, the Trilogy Monthly Income Trust provides investors with diversification.

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