Ray Trevisan

Blog by Ray Trevisan

Lost Super - Dollars & Making Sense 4 March 2025
Justin Bott from Services Australia (Centrelink) joins us again to work through free money. Yes, "free money", money that is yours but you've either forgotten to claim it, or forgotten about it.
04 Mar 2025 09:00:00 - Comment(s)
Women & Property - Dollars & Making Sense 25 Feb 2025
All is not well as we discover as Philippa, a fully qualified financial planner and physcoligist explains. There are many facets to consider none the least being the dramatic lack of financial education amoung boomer women.
25 Feb 2025 09:00:00 - Comment(s)
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)