Richard Carey CA, CFP has joined Omniwealth as a senior financial planner after many years at Mercer in a similar role.
Omniwealth
Over 100,000 expats could be affected by proposed CGT change
A knee-jerk reaction from the Federal Government could affect over 100,000 Australians residing overseas, says expat adviser.
Comment on CGT review of main resident exemption for non-residents
Given the recent Liberal leadership spill, perhaps it’s wise to revisit the scrapping of the Capital Gains Tax (CGT) main resident exemption for non-residents.
So, what happens when your interest-only loan expires?
Borrowers need to be ready for the cash flow effects of moving from interest-only loans to generally higher repayments on principal & interest loans.
Protecting your inheritance from the lender
The growth in use of reverse mortgages by asset rich, cash poor seniors is increasing rapidly.
Plan your financial future while you’re still young
Are you young? Finally settled into the start of your career. Enjoying seeing your salary increase? Have you just bought your first unit to live in?
How to own your home faster
You should be reviewing your home loan rates once a year. If you aren’t then you are potentially missing out on a truckload of savings.
How much do you need to retire comfortably?
Why do you work full time without having a clear goal in mind about how much income you need to retire?