10 September, 2019
Financial Education Series
Why Investors should reconsider principal and interest loans
Interest only loans have been the most popular type of loans for people buying investment properties because you get a tax deduction for the interest, and you maintain your negative gearing. But in the last year or so the banks have increased the rates on...
20 February, 2018
Royal Commission or Royal Witch-hunt?
The Government announced that there is going to be a Royal Commission into banks, financial services, and superannuation. This is going to cost you the taxpayer $75 million and will be concluded in a 12 month period. I prefer call it a Royal Witch Hunt. It is going to be an enormous waste...
15 December, 2017
Adapt receives 2017 Financial Planning Association award
I was honoured to receive the Future 2 Community Services Award at the Financial Planning Association (FPA) conference in late November. The following appeared in Professional Planner website and an article will appear in the next FPA newsletter which I will share in due course Reuben Zelwer,...
15 December, 2017
Bancassurance? Don’t act like you know me I am not your homie
In the last couple of weeks, Commonwealth Bank have refunded millions of dollars of insurance premiums...
02 October, 2017
Superannuation contributions for employees
One of the positive superannuation changes coming into effect from 1 July 2017 is your ability to claim a tax deduction for personal contributions to superannuation, regardless of your employment arrangements. Under the current rules, if you earn more than 10% of you total income in...
19 September, 2017