Income sustainability?

As the COVID vaccine rollout starts to occur across Australia, I’ve been finding myself reflecting a lot on the sustainability of income in my job. While I am looking forward to being able to participate in this national vaccination program from a public health perspective, I find myself quite disheartened at how little the governmentContinue reading “Income sustainability?”

Family Trusts Part 4: The End

Disclaimer: This post is NOT financial or legal advice or a recommendation about what you should be doing – merely information I have learned on my journey which I have tried to translate into easy to understand language. Some final closing notes about trusts – this is the post about how trusts get passed onContinue reading “Family Trusts Part 4: The End”

Family Trusts Part 3: Tax Savings

Disclaimer: This post is NOT financial or legal advice or a recommendation about what you should be doing – merely information I have learned on my journey which I have tried to translate into easy to understand language. So how is it that a trust can be used to reduce taxes on investment income? Let’sContinue reading “Family Trusts Part 3: Tax Savings”

Update: January 2021

New year is off to a good start – mediocre returns in the market for January, but I did have fairly low expenses and managed a good savings rate overall. Net worth total at the end of January 2021: $587,479Increased since last month: $16,705 or percentage-wise 2.9%Total assets minus estimated tax owing: $508,340Progress towards targetContinue reading “Update: January 2021”

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