Ray Trevisan

Blog by Ray Trevisan

Is there a Death Tax? - Dollars & Making Sense 5 Sep 2023
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".
05 Sep 2023 09:00:00 - Comment(s)
LICs and LITs - Dollars & Making Sense 29 Aug 2023
Investors of all types across many asset classes will want to find out more about LICAT and their members. Ian's explanation will provide an excellent introduction, and as always, we're about financial education and we have some great resources for you to check out at the end of the show.
29 Aug 2023 09:00:00 - Comment(s)
5 Important Estate Planning Documents - Dollars & Making Sense 22 Aug 2023
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
23 Aug 2023 11:06:44 - Comment(s)
Couples & Finance Post Pandemic - Dollars & Making Sense 15 Aug 2023
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.
15 Aug 2023 09:00:00 - Comment(s)
Changes to the Age Pension - Dollars & Making Sense 8 Aug 2023
Services Australia is a government agency better known by many as Centrelink (as well as other groups too). This week we discuss the latest changes in the Aged Pension, the assets and income test
08 Aug 2023 21:00:00 - Comment(s)