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Paul Benson

Paul Benson

Brisbane Times

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I’m in my 40s with $60,000 saved. What should I do with it?

I’m in my 40s with $60,000 saved. What should I do with it?

With such a significant amount saved, you have numerous options, though some will yield better returns than others.

11.01.2025 10

WA Today

Paul Benson

I’m in my 40s with $60,000 saved. What should I do with it?

I’m in my 40s with $60,000 saved. What should I do with it?
11.01.2025 10

The Sydney Morning Herald

Paul Benson

I’m in my 40s with $60,000 saved. What should I do with it?

I’m in my 40s with $60,000 saved. What should I do with it?
11.01.2025 10

The Age

Paul Benson

I’m in my 40s with $60,000 saved. What should I do with it?

I’m in my 40s with $60,000 saved. What should I do with it?

With such a significant amount saved, you have numerous options, though some will yield better returns than others.

11.01.2025 10

Brisbane Times

Paul Benson

I’m about to receive my inheritance, will I have to pay tax on it?

I will receive an inheritance in a few months’ time from my mother’s estate. When I receive this money, do I have to pay tax on it? If I give some...

08.12.2024 2

WA Today

Paul Benson

I’m about to receive my inheritance, will I have to pay tax on it?

I will receive an inheritance in a few months’ time from my mother’s estate. When I receive this money, do I have to pay tax on it? If I give some...

08.12.2024 2

The Age

Paul Benson

I’m about to receive my inheritance, will I have to pay tax on it?

I will receive an inheritance in a few months’ time from my mother’s estate. When I receive this money, do I have to pay tax on it? If I give some...

08.12.2024 2

Brisbane Times

Paul Benson

I’m about to receive my inheritance, will I have to pay tax on it?

I will receive an inheritance in a few months’ time from my mother’s estate. When I receive this money, do I have to pay tax on it? If I give some...

08.12.2024 5

The Sydney Morning Herald

Paul Benson

We just switched our super to an SMSF. How should we invest it?

We’ve recently shifted our super to an SMSF as we wanted greater visibility on our investments. Our inclination is just to use ETFs to invest our...

30.11.2024 4

The Sydney Morning Herald

Paul Benson

We just switched our super to an SMSF. How should we invest it?

We’ve recently shifted our super to an SMSF as we wanted greater visibility on our investments. Our inclination is just to use ETFs to invest our...

30.11.2024 3

The Age

Paul Benson

Should I ditch my low earning, but ‘safe’ investments?

I’ve always been advised to hold a proportion of my investment portfolio in bonds. When I questioned the low earnings recently the answer has...

23.11.2024 4

WA Today

Paul Benson

Should I ditch my low earning, but ‘safe’ investments?

I’ve always been advised to hold a proportion of my investment portfolio in bonds. When I questioned the low earnings recently the answer has...

23.11.2024 1

The Sydney Morning Herald

Paul Benson

Should I ditch my low earning, but ‘safe’ investments?

I’ve always been advised to hold a proportion of my investment portfolio in bonds. When I questioned the low earnings recently the answer has...

23.11.2024 3

The Age

Paul Benson

Should I ditch my low earning, but ‘safe’ investments?

I’ve always been advised to hold a proportion of my investment portfolio in bonds. When I questioned the low earnings recently the answer has...

23.11.2024 4

Brisbane Times

Paul Benson

We’re selling our holiday home, can we put the proceeds into our super?

My wife and I are selling our family holiday house and hope to settle in January. We would like to put as much of the sale into our self managed...

15.11.2024 2

WA Today

Paul Benson

We’re selling our holiday home, can we put the proceeds into our super?

My wife and I are selling our family holiday house and hope to settle in January. We would like to put as much of the sale into our self managed...

15.11.2024 2

The Sydney Morning Herald

Paul Benson

We’re selling our holiday home, can we put the proceeds into our super?

My wife and I are selling our family holiday house and hope to settle in January. We would like to put as much of the sale into our self managed...

15.11.2024 2

The Age

Paul Benson

We’re selling our holiday home, can we put the proceeds into our super?

My wife and I are selling our family holiday house and hope to settle in January. We would like to put as much of the sale into our self managed...

15.11.2024 1

Brisbane Times

Paul Benson

How do I plan for retirement when I don’t know what I’ll inherit?

My father is 92. He’s in reasonable health, and we hope he has several more years ahead of him. My husband and I are planning our retirement, and...

09.11.2024 2

WA Today

Paul Benson

How do I plan for retirement when I don’t know what I’ll inherit?

My father is 92. He’s in reasonable health, and we hope he has several more years ahead of him. My husband and I are planning our retirement, and...

09.11.2024 2

The Sydney Morning Herald

Paul Benson

How do I plan for retirement when I don’t know what I’ll inherit?

My father is 92. He’s in reasonable health, and we hope he has several more years ahead of him. My husband and I are planning our retirement, and...

09.11.2024 3

The Age

Paul Benson

How do I plan for retirement when I don’t know what I’ll inherit?

My father is 92. He’s in reasonable health, and we hope he has several more years ahead of him. My husband and I are planning our retirement, and...

09.11.2024 6

Brisbane Times

Paul Benson

I lost a lot of money while investing. Will it reduce my tax bill?

I have unfortunately accumulated capital losses numbering in the tens of thousands of dollars from some poor investments. How can I take advantage...

02.11.2024 2

WA Today

Paul Benson

I lost a lot of money while investing. Will it reduce my tax bill?

I have unfortunately accumulated capital losses numbering in the tens of thousands of dollars from some poor investments. How can I take advantage...

02.11.2024 3

The Sydney Morning Herald

Paul Benson

I lost a lot of money while investing. Will it reduce my tax bill?

I have unfortunately accumulated capital losses numbering in the tens of thousands of dollars from some poor investments. How can I take advantage...

02.11.2024 2

The Age

Paul Benson

I lost a lot of money while investing. Will it reduce my tax bill?

I have unfortunately accumulated capital losses numbering in the tens of thousands of dollars from some poor investments. How can I take advantage...

02.11.2024 2

Brisbane Times

Paul Benson

What should our nephew do with our $21,000 gift?

Our nephew turns 21 early next year, and we will be gifting him $21,000 to mark the occasion. Can you recommend somewhere we can park/invest this...

26.10.2024 1

WA Today

Paul Benson

What should our nephew do with our $21,000 gift?

Our nephew turns 21 early next year, and we will be gifting him $21,000 to mark the occasion. Can you recommend somewhere we can park/invest this...

26.10.2024 2

The Sydney Morning Herald

Paul Benson

What should our nephew do with our $21,000 gift?

Our nephew turns 21 early next year, and we will be gifting him $21,000 to mark the occasion. Can you recommend somewhere we can park/invest this...

26.10.2024 1

The Age

Paul Benson

What should our nephew do with our $21,000 gift?

Our nephew turns 21 early next year, and we will be gifting him $21,000 to mark the occasion. Can you recommend somewhere we can park/invest this...

26.10.2024 4

Brisbane Times

Paul Benson

Should we sell or rent our elderly mother’s house?

My two siblings and I decided to rent our mother’s house out a year ago to pay for the dementia-care unit she had to go into. This was working out...

13.10.2024 1

WA Today

Paul Benson

Should we sell or rent our elderly mother’s house?

My two siblings and I decided to rent our mother’s house out a year ago to pay for the dementia-care unit she had to go into. This was working out...

13.10.2024 10

The Sydney Morning Herald

Paul Benson

Should we sell or rent our elderly mother’s house?

My two siblings and I decided to rent our mother’s house out a year ago to pay for the dementia-care unit she had to go into. This was working out...

13.10.2024 10

The Age

Paul Benson

Should we sell or rent our elderly mother’s house?

My two siblings and I decided to rent our mother’s house out a year ago to pay for the dementia-care unit she had to go into. This was working out...

13.10.2024 1

Brisbane Times

Paul Benson

Why does my friend get a bigger age pension than I do?

I am 69 years old and have a defined benefit pension which pays me $2250 a month and will continue to do so (with indexation) until I die. I own my...

05.10.2024 1

WA Today

Paul Benson

Why does my friend get a bigger age pension than I do?

I am 69 years old and have a defined benefit pension which pays me $2250 a month and will continue to do so (with indexation) until I die. I own my...

05.10.2024 4

The Sydney Morning Herald

Paul Benson

Why does my friend get a bigger age pension than I do?

I am 69 years old and have a defined benefit pension which pays me $2250 a month and will continue to do so (with indexation) until I die. I own my...

05.10.2024 2

The Age

Paul Benson

If we use super to help our kids buy a house, can we top it up later?

We want to give $250,000 to our son to help him buy a home. We are 66 years old and plan to retire next year. We do not have any spare money but do...

28.09.2024 2

WA Today

Paul Benson

If we use super to help our kids buy a house, can we top it up later?

We want to give $250,000 to our son to help him buy a home. We are 66 years old and plan to retire next year. We do not have any spare money but do...

28.09.2024 3

The Sydney Morning Herald

Paul Benson

If we use super to help our kids buy a house, can we top it up later?

We want to give $250,000 to our son to help him buy a home. We are 66 years old and plan to retire next year. We do not have any spare money but do...

28.09.2024 3

The Age

Paul Benson

If we use super to help our kids buy a house, can we top it up later?

We want to give $250,000 to our son to help him buy a home. We are 66 years old and plan to retire next year. We do not have any spare money but do...

28.09.2024 3

Brisbane Times

Paul Benson

The self-managed super fund I was told to start is losing money. What do I do?

I was convinced to open an SMSF (self-managed super fund) in 2019. The promise was that my money would earn much higher returns than had been the...

21.09.2024 2

WA Today

Paul Benson

The self-managed super fund I was told to start is losing money. What do I do?

I was convinced to open an SMSF (self-managed super fund) in 2019. The promise was that my money would earn much higher returns than had been the...

21.09.2024 4

The Sydney Morning Herald

Paul Benson

The self-managed super fund I was told to start is losing money. What do I do?

I was convinced to open an SMSF (self-managed super fund) in 2019. The promise was that my money would earn much higher returns than had been the...

21.09.2024 4

The Age

Paul Benson

The self-managed super fund I was told to start is losing money. What do I do?

I was convinced to open an SMSF (self-managed super fund) in 2019. The promise was that my money would earn much higher returns than had been the...

21.09.2024 3

Brisbane Times

Paul Benson

My son will make a tidy profit from selling an investment property. What should he do now?

My son, 31, has put his investment unit on the market. He paid $210,000 about six years ago, and it should sell for $625,000. How should he invest...

14.09.2024 3

The Sydney Morning Herald

Paul Benson

My son will make a tidy profit from selling an investment property. What should he do now?

My son, 31, has put his investment unit on the market. He paid $210,000 about six years ago, and it should sell for $625,000. How should he invest...

14.09.2024 2

The Age

Paul Benson

My son will make a tidy profit from selling an investment property. What should he do now?

My son, 31, has put his investment unit on the market. He paid $210,000 about six years ago, and it should sell for $625,000. How should he invest...

14.09.2024 3

Brisbane Times

Paul Benson

Should we invest in shares, super, or give bonds a try?

My partner and I (48 and 45) are on the 45 per cent and 37 per cent tax brackets. We maximise our concessional contributions into super. We invest...

31.08.2024 1

WA Today

Paul Benson

Should we invest in shares, super, or give bonds a try?

My partner and I (48 and 45) are on the 45 per cent and 37 per cent tax brackets. We maximise our concessional contributions into super. We invest...

31.08.2024 2

The Sydney Morning Herald

Paul Benson