Dollars & Making Sense

Peter Bobbin is a lawyer and accountant with extensive experience over many years, and we recently crossed paths at the Australian Shareholders Association.  Peter's estate planning Master Class is well known in ASA circles and today, we're going to start looking at some of the excellent content that he covers, and in doing so, let's discover first off, what the five important documents you need to consider.  And to make things easy, all we need in the first instance is a piece of paper and a pen!

We welcome back Philippa Hunt from Wise Girls Money to discuss a rather concerning trend in relationships in Australia post-pandemic.  Divorces are trending upwards, there are more and more isolated divorcees who after surviving the stress and trauma of marriage breakdown, then have to deal with the financial ramifications.  And to make things worse, we're enduring interest rate hikes and cost of living pressures.  Tune in to find out what's happening and maybe some great ideas on how to cope.

Services Australia is a government agency better known by many as Centrelink (as well as other groups too).  This week, Community Officer, Justin Bott joins Dollars and Making Sense to discuss the latest changes in the Aged Pension, the assets and income test that now apply to the Aged Pension, and the fact that you now have to be 67 years old to retire and qualify for this payment.  Justin is well versed in this subject and has the inside on a number of free, excellent resources you can access to find out all the rules, the changes, and whether you or someone you love might be eligible.

We welcome back to the microphone, Peter Johnstone, Executive Director of the Association Independently Owned Financial Professionals to discuss how to select a Financial Adviser.  Given the adviser population has reduced from over 30,000 some 5 years we have less than 16,000 now, and that number is dropping.  We discuss why this has happened and what's changing in the advice industry.  Still like dealing with humans when it comes to investing, this will be interest particularly to our listeners/readers about to retire with a large nest egg.

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We recently interviewed Ben Simpson from Collective Shift at the IFPA conference, and this topic was so compelling, we had to have him back on the show for a full interview.  Today we cover of the basics of what crypto and Bitcoin is all above.  We also love free, so we're handing out a lot of free information and education that you'll be able to learn about this interesting yet still new way of investing - even though it is over 12 years old now.  We are still skeptics here at Dollars and Making Sense, but we are always willing to learn new ways.

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Philippa Hunt from Wise Girls Money Academy joins us to discuss women's financial literacy, and see gents ... there are some not so subtle differences. Man or woman, join us to learn something about finance, and making your dollars work harder for you.

@FMRNB
@Radio Northern Beaches 

Philippa Hunt from Wise Girls Money Academy joins us to discuss women's financial literacy, and see gents ... there are some not so subtle differences. Man or woman, join us to learn something about finance, and making your dollars work harder for you.

@FMRNB
@Radio Northern Beaches 

From Super Guarantees to pension age, pension drawdowns and home loan scheme eligibility, there are a raft of changes that have come in from 1 July 2023.  Today, Ray Trevisan will present and discuss this list of major changes, its impact, and also provide some food for thought.  Do you agree with him or not?  Let us know, we're always happy for a vibrant discussion here on Dollars & Making Sense, a show about finance, money and investing.

@FMRNB
@Radio Northern Beaches

When a large membership of tax agents and accountants gather, we're sure to have some great content to discuss and ponder for thought. This episode we grab some excerpts and post presentation interviews with some of the presenters on the day of the IFPA (www.ifpa.com.au) conference held in Melbourne in 2023. Topics include succession planning, Crypto currency, mental health, compliance & regulatory as well as a number of legislative and tax updates. Sounds dry? Not if you're keen to save time and money!

The Australian Shareholders Association represents the interests of retail investors, however did you know they also provide valuable advice on how to vote your shares at a company AGM, and can also proxy on your behalf!  Today we chat with Steven Mabb, Chair at the ASA about this valuable service provided by this not-for-profit advocacy group, and how it might be of value to investors, large and small, beginners and seasoned.  Here Steven talk about the good and the not-so-good companies out there.