OTG Capital - Blog , government policyOTG Capital - Blog , government policyhttps://www.otgcapital.com.au/blogs/government-policyWed, 15 Apr 2026 10:59:04 +1000http://zoho.com/sites/<![CDATA[Trump 2.0 - Dollars & Making Sense 13 Jan 2026 - Summer Series #5]]>https://www.otgcapital.com.au/blogs/post/trump-2.0-dollars-making-sense-13-jan-2026-summer-series-5Trump 2.0]]>
choosing an adviser
A year ago Biden was still in the presidential race, Trump had been shot and Albo was written off by the media as a lost cause.  So what's happened in 12 months, and what's the impact on investing, money supply, interest rates and the general outlook?  We welcome back CEO of Coredata, of the world's leading financial research houses to discuss what's going on, and whether "boring is the new sexy".  Some key takeways you don't want to miss on Dollars & Making Sense, a weekly show about finance, money & investing.

@FMRNB

@Radio Northern Beaches                                                                                               

]]>Tue, 13 Jan 2026 09:00:00 +1100<![CDATA[Redundancy & Tax - Dollars & Making Sense 28 Oct 2025_copy]]>https://www.otgcapital.com.au/blogs/post/redundancy-tax-dollars-making-sense-28-oct-2025_copyNot everyone has the comfort of a fully loaded super account, and Stuart's suggestions are well worth considering when a number of them won't impact Centrelink payments.]]>
choosing an adviser
Stuart Sheary from the Institute of Financial Professionals of Australia (www.ifpa.com.au) is back and this time, we're covering off what happens to your tax bill should you be made redundant or decide to volunteer to become redundant.  The rules and details are important if you want to receive some or all of your final payment/s paying the correct (read minimum) tax.  You know it makes Dollars & Making Sense.

@FMRNB

@Radio Northern Beaches                                                                                              

]]>Tue, 09 Dec 2025 09:00:00 +1100<![CDATA[Buying Your First Home with Super - Dollars & Making Sense 25 Nov 2025]]>https://www.otgcapital.com.au/blogs/post/buying-your-first-home-with-super-dollars-making-sense-25-nov-2025work through the details of the First Home Buyers Super Save Scheme (FHSSS). It surprised me, as it will you, this policy has been around since 1 July 2017. Let's get some details today on Dollars & Making Sense]]>
choosing an adviser
A number of election cycles have passed, and Super is usually mentioned as a political football.  But today, we chat with Stuart Sheary, expert from the Institute of Financial Professionals of Australia (www.ifpa.com.au) to work through the details of the First Home Buyers Super Save Scheme (FHSSS).  It surprised me, as it will you, this policy has been around since 1 July 2017.  Let's get some details today on Dollars & Making Sense
@FMRNB

@Radio Northern Beaches                                                                                              

]]>Tue, 25 Nov 2025 09:00:00 +1100<![CDATA[Super Tax - a Different View - Dollars & Making Sense 22 Jul 2025]]>https://www.otgcapital.com.au/blogs/post/super-tax-a-different-view-dollars-making-sense-22-jul-2025Michelle Griffiths of TAG Financial Services returns to put forward some great ideas about what can be done about working with the proposed new super tax structures. Maybe the sky isn't falling down around our ears at this time?]]>
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Maybe there's a silver lining to the proposed super tax.  Michelle Griffiths of TAG Financial Services returns to put forward some great ideas about what can be done about working with the proposed new super tax structures.  Maybe the sky isn't falling down around our ears at this time?  Check this interview out for great tips and tricks on the next steps in adjusting and calibrating your superannuation, always value add on Dollars & Making Sense

@FMRNB

@Radio Northern Beaches                                                                                               

]]>Tue, 22 Jul 2025 09:00:00 +1000<![CDATA[Trump 2.0 - Dollars & Making Sense 15 Jul 2025]]>https://www.otgcapital.com.au/blogs/post/trump-2.0-dollars-making-sense-15-jul-2025the common tips and traps surrounding contributions to your retirement (superannuation!). Many are still forgetting the basics, and its worth going back over for sure. This includes the work test, concessional and NCCs, spouse contributions and a number of others.]]>
choosing an adviser
A year ago Biden was still in the presidential race, Trump had been shot and Albo was written off by the media as a lost cause.  So what's happened in 12 months, and what's the impact on investing, money supply, interest rates and the general outlook?  We welcome back CEO of Coredata, of the world's leading financial research houses to discuss what's going on, and whether "boring is the new sexy".  Some key takeways you don't want to miss on Dollars & Making Sense, a weekly show about finance, money & investing.

@FMRNB

@Radio Northern Beaches                                                                                               

]]>Tue, 15 Jul 2025 12:29:01 +1000<![CDATA[Lies & Statistics - Dollars & Making Sense 7 May 2024]]>https://www.otgcapital.com.au/blogs/post/lies-statistics-dollars-making-sense-7-may-2024“There are three kinds of lies: Lies, Damned Lies, and Statistics” Today we chat with Andrew Inwood, Global CEO of Coredata, a leading provider of market information and research to the financial markets. Is there a "special sauce" or AI tool that will make you rich? Tune in to find out.]]>
choosing an adviser
“There are three kinds of lies: Lies, Damned Lies, and Statistics” — has been attributed toMark Twain, who himself attributed it to British Prime Minister Benjamin Disraeli, who might never have said it in the first place.
Today we chat with Andrew Inwood, Global CEO of Coredata, a leading provider of market information and research to the financial markets. Is there a "special sauce" or AI tool that will make you rich?  Tune in to find out.

@FMRNB

@Radio Northern Beaches                                                                                               

]]>Mon, 20 May 2024 14:22:53 +1000<![CDATA[Is there a Death Tax? - Dollars & Making Sense 30 Jan 2024 Summer Series #7]]>https://www.otgcapital.com.au/blogs/post/is-there-a-death-tax-dollars-making-sense-30-jan-2024-summer-series-7Ponder 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".]]>
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Much was made during the last election about a Death Tax, and this week, we chat with Peter Bobbin again to ponder whether there are in place today (and it turns out for over 30 years now), 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".  Tune in to find out more.

@FMRNB

@Radio Northern Beaches                                                                                               

]]>Tue, 30 Jan 2024 09:00:00 +1100<![CDATA[The Politics of Finance - Dollars & Making Sense 12 Dec 2023]]>https://www.otgcapital.com.au/blogs/post/the-politics-of-finance-dollars-making-sense-12-dec-2023chat about AIOFP December industry conference where a number of notable politicians will be invited to posit their views on the finance industry, advice sectors and various policies]]>
choosing an adviser
We welcome Peter Johnstone, executive director of the Association of Independently Owned Financial Professionals to chat about their December industry conference where a number of notable politicians will be invited to posit their views on the finance industry, advice sectors and various policies that are currently the subject of much debate including accreditation, regulation, industry fees and charges and taxation policy.  Sounds early but Peter is suggesting the election cycle is about to commence, and its usually prudent to get in early.

@FMRNB

@Radio Northern Beaches                                                                                               

]]>Tue, 12 Dec 2023 09:00:00 +1100<![CDATA[Is there a Death Tax? - Dollars & Making Sense 5 Sep 2023]]>https://www.otgcapital.com.au/blogs/post/Death-taxesPonder 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".]]>
choosing an adviser

Much was made during the last election about a Death Tax, and this week, we chat with Peter Bobbin again to ponder whether there are in place today (and it turns out for over 30 years now), 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".  Tune in to find out more.

@FMRNB

@Radio Northern Beaches                                                                                               

]]>Tue, 05 Sep 2023 09:00:00 +1000<![CDATA[Changes to the Age Pension - Dollars & Making Sense 8 Aug 2023]]>https://www.otgcapital.com.au/blogs/post/changes-to-the-age-pension-dollars-making-sense-8-aug-2023Services 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]]>
choosing an adviser

Services Australia is a government agency better known by many as Centrelink (as well as other groups too).  This week, Community Officer, Justin Bott joins Dollars and Making Sense to discuss the latest changes in the Aged Pension, the assets and income test that now apply to the Aged Pension, and the fact that you now have to be 67 years old to retire and qualify for this payment.  Justin is well versed in this subject and has the inside on a number of free, excellent resources you can access to find out all the rules, the changes, and whether you or someone you love might be eligible..

@FMRNB

@Radio Northern Beaches                                                                                               

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