If your partner was the primary holder of your credit card,make sure you have a plan in place for when they pass away.

If I die,can my wife still use my credit card?

As you get older it can be more difficult to get a credit card from your bank,so it’s best to act now.

  • Noel Whittaker

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Beware when jumping on the “next best thing”,as the bubble could burst when you least expect it.

I earn lots and have spare cash. Should I invest it in AI?

The real question isn’t if AI is a good investment. It’s if this is an effective strategy for moving towards your long-term financial goals.

  • Paridhi Jain
Having a number of properties you can offload if needed should see you set for retirement.

I have three properties and $400k in super. Can I afford to retire?

You look to be in quite a sound financial position,and if you need extra funds later in life you can always offload the investment properties.

  • Paul Benson
Some retirees may get a surprise visit from the taxman once the new CGT laws pass.

My wife has no taxable income. Will she have to pay CGT under the new rules?

This is a prime example of the unfair and unintended consequences of the new laws around capital gains tax.

  • Noel Whittaker
If your super is bursting at the seams and you think you might hit the cap,don’t fret.

My super will soon hit the $2m cap. What should I do with the excess?

Once your super hits the cap,it’s not all doom and gloom,your investments will still have a very favourable tax treatment.

  • Paul Benson
Despite what you’ve been told,you’ll still need to pay tax on your second home.

If we’re not renting out our holiday home,do we still pay tax?

Working out what tax you owe on a holiday home you’ve periodically rented out can be complicated. I hope you’ve kept good records.

  • Noel Whittaker
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Leaving that money in your super is likely to see it grow more with time.

I just received a big tax bill. Should I pay it from my savings or super?

While it may be tempting to use your super to pay off your tax obligations,it’s probably not the right call.

  • Paul Benson
You’ll still get franking credits in your trust,but they might be a bit harder to access.

What will happen to my franking credits under the new trust rules?

If you’re currently receiving franking credits through your trust,that is likely to change when Labor’s new laws come into effect.

  • Noel Whittaker

I’m in my 60s and well-off. So why am I so reluctant to spend money?

In the end you won’t be wondering,“could I have made more money?” You’ll be wondering:“Could I have lived more?”

  • Paridhi Jain
If you put too much money into your super,you run the risk of not being able to get it when you need to.

I’m 42. Should I really be putting all my money into my super?

Superannuation has become a more attractive investment option thanks to the tax changes. But you should still look at investing elsewhere.

  • Paul Benson