ask paul
438 results tagged ask paul:
Ask Paul: My husband is 74, can I top up his super fund?
Can Therese transfer $30,000 to her husband's super fund? "Technically yes," says Paul Clitheroe. "But in our super system nothing is simple."
Ask Paul: Is it time to sell our investment properties?
Jim holds two investment properties and a vacant block of land. Should he sell the properties to set up his retirement? And can he minimise capital gains tax?
Ask Paul: My parents expect me to buy them a house
"My parents deserve a home of their own, but the idea of taking on a big mortgage on my own (because it does feel like I would be on my own) terrifies me," writes Chai Li.
Ask Paul: Can we spend enough to qualify for the pension?
Will wants to go on a "spending spree" to meet the age pension assets cut-off, he tells Paul Clitheroe.
Ask Paul: We spoiled our youngest, now she won’t leave home
She's 25, lives at home, and won't pay board - has Marianne coddled her daughter too much? It's time for a tough conversation, says Paul Clitheroe.
Ask Paul: What’s the best way to invest for grandkids?
Gian wants to invest for their grandkids but doesn't want the money to be taxed - now or later.
Ask Paul: What is the best strategy for drawing down super?
"What are your thoughts on sequencing/buckets versus dollar cost averaging when drawing down super?" Helen asks Paul Clitheroe.
Ask Paul: We’re in our late 60s with no super
"We are self-funded retirees in our late sixties. We have nothing in super as we didn't want to pay the associated fees," Julie tells Paul Clitheroe.
Ask Paul: How much money should the tooth fairy leave?
How much should the tooth fairy bring? "I think a gold coin like when we were kids, but my husband thinks I'm being cheap and wants to put out $20 per tooth. Help!"
Ask Paul: Volatile world events have me worried about my super
Global volatility has Fez worried about his super balance. "Are we heading to another global financial crisis in the next two years?" he asks Paul Clitheroe.
