Dollars and Making Sense

Estate planning, what is it and where do I start?  Jonathan Elcombe joins us to work through the basics of wills, powers of attorney, guardianship and more, to leave us with a solid starting point to commence our journey in ensuring we don't leave our loved ones stranded. Dollars & Making Sense, a weekly show about money, finance & investing, with your host Ray Trevisan from OTG Capita...

We've moved through the pandemic, and last year, the ATO provide a simple way to calculate our tax deductions for our work from home costs. Same again, right? Think again... We talk with Neville Birthisel at the Institute of Financial Professionals Australia (www.ifpa.com.au) as to what the ATO is expecting this year from all of us that work from home (and that's a darn lot of people, peop...

Kirk Wilson, Tax specialist from the Institute of Financial Professionals Australia joins us to work through some excellent Capital Gains Tax concessions available to small business owners and many farmers. There are four key ways to take advantage of perfectly legal ways to minimize your tax liabilities when running your small business. Dollars & Making Sense, a weekly show about money, finan...

With 23% of all mortgages in the market today being fixed (yes that's correct!), we are facing interesting times when coming to refinance after many years of record low interest rates.  We discuss this dilemma with Todd O'Neill from Xenium Partners what's going on and what to do about it. Dollars & Making Sense, a weekly show about money, finance & investing, with your host Ray...

We welcome back Philippa Hunt from Wise Girls Money to chat about protecting your most important asset - you! Life insurance is a rather boring subject but there are real needs as to why we should be talking about it. Tune in to find out more, especially working women. Dollars & Making Sense, a weekly show about money, finance & investing, with your host Ray Trevisan from OTG Capital and s...

Natasha Panagis, Superannuation Expert from the Institute of Finance Professionals Australia chats to us this week to work through the recent changes in superannuation law that impacts virtually all Australians. More information can be found at www.ifpa.com.au and our blog at www.otgcapital.com.au

Pippa McKee, CEO of Tax & Superannuation Australia joins me this week at Dollars & Making Sense to discuss what's happening at TSA now there is a new look, new logo, new website - the Institute of Financial Professionals Australia .  The implications for the advocacy group are big and auger well for 2023 and the prospects for the year ahead.  Delve in to find out about what servi...

We're joined by my regular collaborators this week for our final get together before the silly season gets into full swing.  Phil Osborne and Philippa Hunt discuss the most important issues they've been grappling with 2022 and the potential for 2023 for your money, finance and investing options.

A voice from the past, Henry Jennings from Marcus Today returns to reprise our first forays into DMS over 3 years ago!  And to get the tongues wagging, we venture down some old content and rediscover our musings over Brexit, Bitcoin and the current state of the global markets.  Henry is a favoured commentator on many a TV show and commentators including Oz Biz, Kochie, ABC News Breakfast...

Neville Berthisel from Tax & Super Australia expounds all things digitisation at the ATO and specifically all about DINs - no not noise, but Director Identification Numbers and what they mean and WHY they are going to be so important to you when running a company or being a trustee in your SMSF.

We're joined this week by Rachel Waterhouse CEO of the Australian Shareholders Association .  Rachel discusses what the ASA does across many facets of the Australian investing landscape, and why, if you are serious investor, you should consider joining.

We're joined this week by Sophie Gerber, founder and CEO of Sophie Grace, Legal & Compliance specialists to discuss CFDs - Contracts for Difference.  If you're not sure that CFDs are, what they do and who they're suited for, tune in, and like me, get schooled on a different way of investing your hard earned funds.

Oliver Wendell Holmes, US Supreme Court juror (and a Republican no less) famously said " taxes are the price we pay for a civilised society ".  We discuss taxes with the Head of Tax, Phil London at Tax & Super Australia, in our ongoing collaboration with TSA.  The ethics of whether we should pay tax or avoid them is a curly conundrum.

Following on from our BNPL revisit, Philippa Hunt from Wise Girls Money tackles the thorny issues surrounding how Debt can bring about so much Negativity in your life it can at times be debilitating. We've covered this subject a lot because it hurts many people - a lot!. https://ethics.org.au/ethics-explainer-negativity-bias/ Dollars & Making Sense a weekly program about money, finance and inv...

We dig back into our archive to explore BNPL again (buy now pay later) to understand better what it is and why it is so popular.  Angel or devil?  Well we think devil so tune in to find out why, and how we'll dissect this over the next few programs as well.  Dollars & Making Sense a weekly program about money, finance and investing. @RNB @Radio Northern Beaches

Beyond Blue have definitively linked poor mental health outcomes to financial stress - no surprises.  Philippa Hunt discusses the outcomes this week on Dollars & Making Sense.  Tune in to this week's show or podcast.  We've provided the link to Beyond Blue's article as well.

Life insurance can be purchased both inside and outside of super, but what are the pros and cons?  Tune in as we quiz Natasha Panagis from Tax & Super Australia on Dollars & Making Sense, a weekly program about finance, money & investing.

The Quality of Advice Levy consultation paper is before Treasury for consideration. We discuss the outcomes here on Dollars & Making Sense.

The Quality of Advice Levy consultation paper is before Treasury for consideration. We discuss the outcomes here on Dollars & Making Sense.

We have a new guest this week, Alicia Pevely from Sophie Grace, Lawyers and specialists in financial industry compliance.  Why is this important to you?  When ever any financial product is sold in Australia, it has to be within a fully licensed environment.  That is the first thing all consumers should be checking and looking for.  This week, we explore the world of compliance...

Philippa Hunt & I delve into an excellent paper produced by KPMG recently, click here for a free copy.  It is fascinating reading and we discuss the options and recommendations here on Dollars & Making Sense, a weekly program about money, finance and investing.

When you buy shares, do you have a plan?  Are you failing to plan or planning to fail?  Joining me this week as acclaimed and best selling author on buying and selling shares, Louise Bedford discuss trading plans.  We explore a range of ideas on how to better buy and sell shares here on Dollars & Making Sense, a weekly program about money, finance and investing.

Have you done your taxes yet?  Well have a listen this week because a raft of changes have come into effect from 1 July 2022.  Join me with Philippa Hunt from Wise Girls Money and we discuss these changes and their impact.

A broad range of sweeping changes have come into effect from 1 July 2022.  Natasha Panagis from Tax & Super Australia joins our show to discuss what these changes are, their impact, and why continuing to focus on super is so important to your long term financial goals.

We continue our program on financial stress this week. Phillipa Hunt and I work through part 2 discussing the physiological impact of financial duress on the human body.  It is tough out there, and some kindness can go a long way.  Listen in to find out how.