Ray Trevisan

Blog by Ray Trevisan

Is there a Death Tax? - Dollars & Making Sense 30 Jan 2024 Summer Series #7
Ponder whether there are in place today de facto death taxes. Always willing to be convinced with a logical argument, Peter's view is hard to disagree with - Capital Gains Tax and Superannuation have by design or unintended consequence, potentially fit that description of a "death tax".
30 Jan 2024 09:00:00 - Comment(s)
Budgeting & Financial Stress - Dollars & Making Sense 23 Jan 2024 Summer Series #6
Given SMSFs increasing popularity, a self managed retirement option is attractive. There is much to be gained from having your own SMSF, so join us to better understand whether DIY super is for you or not.
23 Jan 2024 09:00:00 - Comment(s)
Tax Aware Investing - Dollars & Making Sense 16 Jan 2024 Summer Series #5
Grant Hackett is CEO of Generation Life, a Melbourne based investment company. Today we discuss tax aware investing, and what that means to people of any age really, and we delve into achieving goals and life's aspirations for a comfortable retirement.
16 Jan 2024 09:00:00 - Comment(s)
Ben Simpson & Crypto 1.01 - Dollars & Making Sense 9 Jan 2024 Summer Series #4
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.
09 Jan 2024 09:00:00 - Comment(s)
Contesting a Will - Dollars & Making Sense 2 Jan 2024 Summer Series #3
You believe you're entitled to a share of some's estate, and yet you're in the dark or worse still, you're not in the will at all. What do you next? We work through a myriad of situations, some awkward, some easy on what to do if you're going to contest a will.
02 Jan 2024 09:00:00 - Comment(s)