In the Media
Interviewed on Triple J – Buying property with friends
Last week I was asked to appear on Triple J to discuss buying property with friends and family.
The interview starts at 18 minutes and some tips and points to consider are discussed. Below are a few tips from the interview:
- Have a Will so that in something happens, the property...
How to start out in the share market
It’s never too early to get started in the share market, and thanks to the internet it has never been easier.
Whilst it may be easy to start trading shares online, it’s not quite so easy to start making money from it unless you know what you’re doing or have an...
What to consider when buying your first property
Making the decision to buy your first home is an exciting one, but there are a number of important factors that you need to consider first.
Is now the right time?
Purchasing your first home is a huge commitment to make, especially if you’ve spent the rest of your life living with...
Unclaimed super
There has been recent change in superannuation legislation that will affect thousands of Australians and many will not know the impact of this change.
The Federal Government has recently passed law that allows the Australian Tax Office to receive more lost and unclaimed super accounts. If effect, the changes are as...
The SMSF Dilemma (“should I or shouldn’t I”)
It’s rare these days to discuss superannuation without the topic of self managed super coming up.
The number of self managed super funds has grown dramatically over the last decade, and today around 30% of all retirement savings are held in such funds.
With this in mind, how do you know whether...
Get your finances sorted in the new year
Happy new year from James Gerrard and everyone at FinancialAdvisor.com.au. We have been busy since 1 January booking in people from around Sydney who have contacted us as part of their new years resolution to sort out their finances and financial planning. Below is a list of the top 10...
Quoted in The Australian Financial Review on shares and dividends
The article was discussing the lowering interest rate environment and the alternatives people have to holding cash. I was asked to comment on moving clients from cash into shares. In 2012, there has been a pretty strong bias towards stocks that pay high dividends. Companies such as Telstra and the...
Written for The Australian – Over 50s discover it’s tough to get a home loan
In this article, I interview mortgage broker Alex Woo and discuss the various factors affecting people who are over the age of 50 and wishing to borrow money from banks to purchase or refinance. It was interesting to discover that there are separate rules for those under the age of...
First home owners grant NSW
The NSW Government First Home Plus Scheme finished on 31 December 2011. Previously, first home buyers were able to receive a full exemption on stamp duty on house purchases up to $500,000, and partial exemption on purchases up to $600,000.
From 1 January 2012, a new scheme...
Things to consider when planning for a family
Starting a family is a life changing event. Most people think about the lifestyle changes associated with having a baby, but few give adequate consideration to the financial impacts. When planning to start a family, there are a few financial considerations that you should try to plan for before the...
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