Articles & Audio

NZ Herald 20 July 2024

Q&As:
– Let’s get beneficiaries into KiwiSaver
– Tax issues when couple buy parents’ house and rent it to them
– How to find a good adviser
– 2 Q&As on the pluses of Lotto — and one minus

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NZ Herald 13 July 2024

Q&As:
– Competitions a better bet than Lotto
– Reader dislikes my lottery winning ideas…
– … And a not very helpful idea
– “I have nothing” — help with inheritance
– Reader’s criticisms mostly off the mark
– Self-employed reader does well in KiwiSaver

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RNZ Radio 11 July 2024

How tax bracket creep robs us
– What is bracket creep?
– How almost all of us are “robbed” by governments
– Tax cuts coming soon — a good first step
– NZ should do this annually

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NZ Herald 6 July 2024

Q&As:
– Winning a lottery not so great
– Keep that gift easily accessible
– Boomer unhappy with last week’s column
– KiwiSaver for self-employed
– Will BNZ term PIEs still be “insured”?

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NZ Herald 29 June 2024

Q&As:
– Why over 65s don’t get KiwiSaver government money
– Taking environmental issues into account
– Good spending in her 70s
– Income protection insurance really paid off
– 2 Q&As on grandkids’ inheritances
– Money plan at 78

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RNZ Radio 27 June 2024

What your KiwiSaver statement tells you
– What’s listed
– Your total at retirement, and weekly spending amount
– Too little? What to do
– What if you live past 90?

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NZ Herald 22 June 2024

Q&As:
– With assets behind you, have fun!
– Provider could do better — but so could investor
– 2 Q&As on gifts to grandchildren
– Which is safer — bank deposits or PIE funds?

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NZ Herald 15 June 2024

Q&As:
– Don’t watch your KiwiSaver closely
– KiwiSaver government money when you move provider…
– … And when you turn 65
– When term deposit beats mortgage paydown
– Gifts to grandkids could lead to trouble later

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RNZ Radio 13 June 2024

“Ethical” investing

A report on Mindful Money conference:
– What is ethical investing?
– Becoming more mainstream
– Barriers to KiwiSaver involvement
– Funds investing in residential property
– Award-winning funds

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NZ Herald 8 June 2024

Q&As:
– What to do with money for the grandkids
– Are these KiwiSaver ads legit?
– Tax on KiwiSaver employee contributions
– Keep paying extra off mortgage when redundancy looms?

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