التفاصيل البيبلوغرافية
| العنوان: |
ASK PAUL. |
| المؤلفون: |
CLITHEROE, PAUL |
| المصدر: |
Money (Australia Edition); Aug2024, Issue 280, p24-27, 4p, 4 Color Photographs |
| مصطلحات موضوعية: |
CAPITAL gains, CAPITAL gains tax, ESTATE planning, INVESTORS, BORROWING capacity |
| مستخلص: |
The article provides advice on various financial topics. The first question is from a single parent who is wondering whether to pay off their mortgage, contribute to their superannuation, invest in index funds, or do something else with their extra money. The author suggests keeping a small balance in the offset account and considering salary sacrificing into the super fund. The second question is from someone who experienced attempted fraud and is frustrated with the lack of protection and the need to pay for credit score protection. The author encourages readers to contact their local member of parliament to advocate for better rights against fraud. The third question is from someone who is deciding whether to buy a modest apartment or continue renting. The author recommends homeownership as a good goal before retirement and suggests considering the apartment market in Victoria. The fourth question is about leaving the family home to children through testamentary trusts. The author advises against excluding the family home from the trusts and recommends selling the house tax-free and placing the proceeds into the trusts. The final question is from someone with a chronic lung disease who is struggling to find life insurance. The author emphasizes the importance of health and suggests focusing on life plans rather than money. [Extracted from the article] |
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| قاعدة البيانات: |
Complementary Index |
