Ray Trevisan

Blog by Ray Trevisan

Small Biz & CGT - Dollars & Making Sense 21 Mar 2023
Kirk Wilson, Tax specialist joins us to work through some excellent Capital Gains Tax concessions available to small business owners and many farmers. There are four key ways to take advantage of perfectly legal ways to minimize your tax liabilities when running your small business.
24 Mar 2023 13:00:27 - Comment(s)
Mortgage Cliffs - Dollars & Making Sense 14 Mar 2023
With 23% of all mortgages in the market today being fixed (yes that's correct!), we are facing interesting times when coming to refinance after many years of record low interest rates. We discuss this dilemma with Todd O'Neill from Xenium Partners what's going on and what to do about it.
24 Mar 2023 11:46:28 - Comment(s)
Asset Protection - Dollars & Making Sense 28 Feb 23
We welcome back Philippa Hunt from Wise Girls Money to chat about protecting your most important asset - you! Life insurance is a rather boring subject but there are real needs as to why we should be talking about it. Tune in to find out more, especially working women.
24 Mar 2023 11:37:33 - Comment(s)
Superannuation Caps - Dollars & Making Sense 7 March 2023
we're talking with Natasha Panagis from IFPA (Institute of Financial Professionals Australia) about superannuation, the proposed cap in super balances. Super policy is important to everyone, regardless of how much you do or don't have in your balance today.
28 Feb 2023 09:00:00 - Comment(s)
Summer #8 - Dollars & Making Sense 7 Feb 2023
Summer series #8 we go back with Rachel Waterhouse, CEO of the Australian Shareholders Association. Dollars & Making Sense, a weekly show about finance, money & investing on Radio Northern Beaches
07 Feb 2023 09:00:00 - Comment(s)