OTG Capital - Blog #share tradingOTG Capital - Blog #share tradinghttps://www.otgcapital.com.au/blogs/tag/share-tradingThu, 07 May 2026 04:39:52 +1000http://zoho.com/sites/<![CDATA[Unrealised Gains in Super - Dollars & Making Sense 16 Dec 2025 - Summer Series #1]]>https://www.otgcapital.com.au/blogs/post/unrealised-gains-in-super-dollars-making-sense-16-dec-2025-summer-series-1Not 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
This show is a repeat from earlier this year, we hope you enjoy it!
After 2 years and more of political turmoil and much debate, the government has changed its mind on taxing unrealised gains in Super and introduced some taxation tiers as well.  We're joined by Natasha Panagis, subject matter expert from the Institute of Financial Professionals Australia (www.ifpa.com.au) to work through the details of what's changed and the impact.

@FMRNB

@Radio Northern Beaches                                                                                              

]]>Tue, 16 Dec 2025 09:00:00 +1100<![CDATA[Unrealised Gains in Super - Dollars & Making Sense 2 Dec 2025]]>https://www.otgcapital.com.au/blogs/post/unrealised-gains-in-super-dollars-making-sense-2-dec-2025Not 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
After 2 years and more of political turmoil and much debate, the government has changed its mind on taxing unrealised gains in Super and introduced some taxation tiers as well.  We're joined by Natasha Panagis, subject matter expert from the Institute of Financial Professionals Australia (www.ifpa.com.au) to work through the details of what's changed and the impact.

@FMRNB

@Radio Northern Beaches                                                                                              

]]>Tue, 02 Dec 2025 09:00:00 +1100<![CDATA[FBT & Salary Packaging - Dollars & Making Sense 27 Aug 2024]]>https://www.otgcapital.com.au/blogs/post/fbt-salary-packaging-dollars-making-sense-27-aug-2024FBT and how Salary Packaging might impact your take home pay. There are a number of considerations when including vehicles, meals, gym memberships, airport lounge memberships into a salary offering. We also work out the difference between a meal being sustenance rather than entertainment.]]>
choosing an adviser
Paul Mather of FBT Solutions joins us again to continue our discussions about Fringe Benefits Tax and how Salary Packaging might impact your take home pay.  There are a number of considerations when including vehicles, meals, gym memberships, airport lounge memberships into a salary offering.  We also work out the difference between a meal being sustenance rather than entertainment.  Dollars & Making Sense, helping make heads and tails of FBT tax complexity.

@FMRNB

@Radio Northern Beaches                                                                                               

]]>Tue, 27 Aug 2024 09:00:00 +1000<![CDATA[Company Monitoring - Dollars & Making Sense 19 Mar 2024]]>https://www.otgcapital.com.au/blogs/post/company-monitoring-dollars-making-sense-19-mar-2024Peter Gregory is a volunteer that monitors a number of listed companies and we discuss what that means, how its done, and why it is of incredible value to you as an investor and potential shareholder of these companies.]]>
choosing an adviser
ASX listed company Annual General Meetings are a place of interest for any shareholder, and this week we meet one of the Australian Shareholders Association's key company monitors.  Peter Gregory is a volunteer that monitors a number of listed companies and we discuss what that means, how its done, and why it is of incredible value to you as an investor and potential shareholder of these companies.

@FMRNB

@Radio Northern Beaches                                                                                               

]]>Tue, 19 Mar 2024 09:00:00 +1100<![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".]]>
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, 30 Jan 2024 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[Voting at Shareholder AGMs - Dollars & Making Sense 27 Jun 2023]]>https://www.otgcapital.com.au/blogs/post/voting-at-shareholder-agms-dollars-making-sense-27-jun-2023Today we chat with Steven Mabb, Chair at the ASA about this valuable service provided by this not-for-profit advocacy group, and how it might be of value to investors, large and small, beginners and seasoned. Here Steven talk about the good and the not-so-good companies out there.]]>
Company expenses getting mixed up with your personal expenses, sound familiar? The traps of doing so and the penalties for not correctly accounting is one of the long standing matters the Tax Office has issue with company directors, in particular Mum & Dad operators and tradies. Let's do a deep dive with tax expert David Jonavicious from IFPA.

The Australian Shareholders Association represents the interests of retail investors, however did you know they also provide valuable advice on how to vote your shares at a company AGM, and can also proxy on your behalf!  Today we chat with Steven Mabb, Chair at the ASA about this valuable service provided by this not-for-profit advocacy group, and how it might be of value to investors, large and small, beginners and seasoned.  Here Steven talk about the good and the not-so-good companies out there.

@FMRNB

@Radio Northern Beaches                                      

]]>Tue, 27 Jun 2023 09:00:00 +1000<![CDATA[Shareholder Advocacy - Dollars & Making Sense 13 Jun 2023]]>https://www.otgcapital.com.au/blogs/post/shareholder-advocacy-dollars-making-sense-13-jun-2023Fiona's area of expertise focuses on ESG (environment, social & governance) policy, and presenting their views to company boards, government and the general public. Tune in to find out what's on Fiona and the ASA's radar next.]]>
Fiona's area of expertise focuses on ESG (environment, social & governance) policy, as well as ASA Advocacy Manager who works with everyday shareholders in listening and presenting their views to company boards, government and the general public.

We chat with Fiona Balzer, Policy and Advocacy Manager at the Australian Shareholders Association, a ground roots not-for-profit organisation that has been representing the interests of retail shareholders for over 60 years now.  Fiona's area of expertise focuses on ESG (environment, social & governance) policy, as well as ASA Advocacy Manager who works with everyday shareholders in listening and presenting their views to company boards, government and the general public. Tune in to find out what's on Fiona and the ASA's radar next.

@FMRNB

@Radio Northern Beaches


]]>Tue, 13 Jun 2023 09:00:00 +1000<![CDATA[Competent Share Trading - Dollars & Making Sense 2 May 2023]]>https://www.otgcapital.com.au/blogs/post/competent-share-tradingLouise Bedford from Trading Game joins us this week to talk about trading with confidence and competence. Unconscious competence when you're a "master", but may in fact be unconscious incompetence. When an individual is unaware of their lack of skill or knowledge (ouch!).]]>
Estate planning, what is it and where do I start? Jonathan Elcombe joins us to work through the basics of wills, powers of attorney, guardianship and more, to leave us with a solid starting point to commence our journey in ensuring we don't leave our loved ones stranded.

Louise Bedford from Trading Game joins us this week to talk about trading with confidence and competence. Unconscious competence when you're a "master", but may in fact be unconscious incompetence. When an individual is unaware of their lack of skill or knowledge (ouch!). 

Dollars & Making Sense, a weekly show about money, finance & investing, with your host Ray Trevisan from OTG Capital and special guests. Broadcast weekly on community Radio Northern Beaches (www.rng.org.au), and nationally throughout Australia on the Community Radio Network (www.cbaa.org.au). Check out our blog and details at www.otgcapital.com.au.

@FMRNB

@Radio Northern Beaches

                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                

]]>Tue, 02 May 2023 09:00:00 +1000<![CDATA[Summer #8 - Dollars & Making Sense 7 Feb 2023]]>https://www.otgcapital.com.au/blogs/post/summer-8-dollars-making-sense-7-feb-2023Summer 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]]>
Summer Series

We're taking a break over the summer holidays and rebroadcasting some our previous shows.  In this episode, we revisit our interview with Rachel Waterhouse, CEO of the Australian Shareholders Association broadcast on 8 Nov 2022.  To listen to these recordings, go to the links earmarked on the links, and have a great holiday from all of us at OTG Capital!  There's a small competition hidden in the show as well as some musical treats for those who like local Australian indy talent (like me!).


Dollars & Making Sense a weekly program about money, finance and investing.

@FMRNB

@Radio Northern Beaches


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