Ray Trevisan

Blog by Ray Trevisan

Concession Cards & Travel - Dollars & Making Sense 18 Feb 2025
The Concession Health Card is widely available to all taxpayers irrespectively of age and in many cases with very generous limits.  Tune in to be surprised and how you need to apply for this card.  One of the many services available to all taxpayers that helps with day to day living expenses.
18 Feb 2025 09:00:00 - Comment(s)
Summer #9 - Downsizer Contributions - Dollars & Making Sense 11 Feb 2025
We're deep diving into Downsizer Contributions to superannuation. If you own your own home, and need a neat way to bring your retirement balance closer to your goal, this may be a great way of doing it.
11 Feb 2025 10:28:00 - Comment(s)
Summer #8 - Retiring Early & Family Trusts - Dollars & Making Sense 4 Feb 2025
Ever thought of retiring early? What are your options and what are the best structures to consider? Options surrounding an early retirement and the best tax structures to consider.
04 Feb 2025 10:27:00 - Comment(s)
Summer #7 - Looking for Alpha - Dollars & Making Sense 28 Jan 2025
The wealth of information at Andrew's fingertips is worth a listen as we ponder the difference between alpha & beta investing, active & passive management, and where the uber wealthy are putting their money. And it's not as complex as you might think.
28 Jan 2025 10:26:00 - Comment(s)
Summer #6 - Prenuptual Agreements - Dollars & Making Sense 21 Jan 2025
For many contemplating remarrying, the thought of losing assets or long-held family properties is too much to countenance. Pre-nuptual Agreements are often talked about in movies,
21 Jan 2025 10:24:00 - Comment(s)