RNZ Radio 17 March 2016
Listeners’ questions on investing in shares and your own home. Includes: Should listener get into investing directly in shares?; Would that involve filling out a tax return?; Getting your head around house price gains.
RNZ Radio 18 February 2016
Listeners’ questions on rental property and KiwiSaver. Questions include: Rental property — A good idea to buy a second rental?; KiwiSaver — Are providers rated?, Contributions versus mortgage repayment, What happens at 65?, What happens if I die before 65?, Join up under fives?
NZ Herald 14 November 2015
Q&As: Investing for dividend income okay for some, but has its risks; Info outdated on ANZ’s KiwiSaver cash fund holdings; BNZ cash fund returns not so bad, but that’s not the main point; Reader challenges Kiwibank’s KiwiSaver investing; Interest paid on KiwiSaver money-in-waiting.
NZ Herald 7 November 2015
Q&As: BNZ KiwiSaver scheme moving to change ‘eggs in one basket’ concerns; KiwiSaver contributions move slowly into funds; Tax break ideas for first home buyers have flaws.
NZ Herald 3 October 2015
Q&As: What are bonds, and are they a good investment?; KiwiSaver instead of term deposits for retiree?; Can you judge KiwiSaver fund by 2-month return?; How tax affects Givealittle fundraising in memory of daughter.
NZ Herald 18 July 2015
Q&As: Financial advisers fail to give good advice on risk to woman in 20s; If a bank fails, a percentage of all accounts would be frozen…; And only a small amount in transaction accounts would be exempt; Reader is disappointed that I didn’t discuss the tax on gains from property.
NZ Herald 20 June 2015
Q&As: Are “women’s gifting circles” legit?; Is bank financial adviser giving “best” advice?; KiwiSaver tax credits don’t cross the Tasman; Tips on getting more from a revolving credit mortgage.
NZ Herald 4 April 2015
Q&As: How a young widow might get into home ownership; Teenagers’ “board” payments give them a kick-start; Two readers ask more about tax deductibility of tertiary fees.
NZ Herald 28 March 2015
Q&As: ‘No’ on deductions but ‘yes’ on student loan for teen entrepreneur; Clarification on KiwiSaver fees for children; Doesn’t performance matter more than fees?; Give or lend to adult children when they need it, not when you die.
NZ Herald 13 December 2014
Q&As: New Zealanders are ‘all talk and no action’ on ethical funds; Don’t try to time markets with your KiwiSaver account; Why we need a capital gains tax; Why rental property should be taxed like other businesses; Landlords not necessarily admirable, but…