Moomin Valley

In Australia, if you are between the ages of 60 and 67 and you are retired, you can make concessional retirement contributions even if you a...

A year ago, I wrote a post about whether you should initially keep your superannuation in accumulation mode when you retire. I thought tha...

  The Reserve Bank of Australia Building Same as last year , I just fixed my margin loan rate for the next financial year. The variable ra...

Interesting article in the AFR on what it takes to be in the top 1% in Australia currently by both income and wealth. You can go to the fre...

The Australian r eports on the best performing super funds for 2024 . They focus on lifecycle, balanced, and sustainable options. I am sure ...

Intramonth, I've blasted through the transfer balance cap. This is the limit of AUD 1.9 million that you can transfer from an Australian...

When you get your notice of assessment from the Australian Taxation Office when they have processed your tax return, they send you statement...

I am thinking of setting up a transition to retirement pension (TTR pension). This allows you to receive regular payouts from your superann...

The accepted wisdom is that as soon as you retire in Australia and are over 60 years old, or as soon as you hit 65 years old even if you are...

As Ramit's Conscious Spending Plan says that we aren't doing enough "guilt-free spending", I booked a trip to Queensland ...

In Australia, if you don't get private health care when you are younger, if you finally do get it you have to pay an extra "loading...

3.2% of households are in both the top income and top net worth deciles. That means their net worth is above $2.258 million and their annual...

  I didn't notice when the Australian Bureau of Statistics released the 2019-20 data on Australian household income and wealth distribut...

This year's tax returns include large amounts of franking credits connected to Australian dividends. I almost managed to wipe out Moo...

I have been trying to invest in a fund on the AngelList venture capital platform. But my SMSF administrator flagged that there might be issu...

Well not quite . But people think they are more average financially than they are , on average. But the strange thing is that most peopl...

This morning I got a text from a real estate agent offering to send me an updated appraisal of our house's value because "prices ar...

I didn't know that the Australian Taxation Office (ATO) audits applications for new Self Managed Superannuation Funds (SMSF). This guy f...

Treasury (TWE.AX) rose sharply today with no announcement from the company or news in the media. At one point it was up 9%. This was on a d...

As there is no estate or inheritance tax in Australia, I think it makes much more sense to give money to charity while you are alive rather ...