Are you a travelling pensioner? Then tune in to listen to Justin Bott from Services Australia explain what is, and is not permissable under the Age Pension travel rules and regulations. Valuable information for grey nomads, both locally and internationally.
Jan 7
26 min
There's a lot of money sitting in the Medicare coffers at the moment that belongs to Australians who never bothered to claim their rebate. Tune in to listen to Justin Bott from Services Australia explain what to do, and how to retreive money that is rightfully yours.
Jan 7
26 min
Stuart Sheary from the Institute of Financial Professionals of Australia (www.ifpa.com.au) is back and this time, we're covering off what happens to your tax bill should you be made redundant or decide to volunteer to become redundant. The rules and details are important if you want to receive some or all of your final payment/s paying the correct (read minimum) tax. You know it makes Dollars & Making Sense.
Dec 8, 2025
26 min
After 2 years and more of political turmoil and much debate, the government has changed its mind on taxing unrealised gains in Super and introduced some taxation tiers as well. We're joined by Natasha Panagis, subject matter expert from the Institute of Financial Professionals Australia (www.ifpa.com.au) to work through the details of what's changed and the impact.
Dec 1, 2025
27 min
A number of election cycles have passed, and Super is usually mentioned as a political football. But today, we chat with Stuart Sheary, expert from the Institute of Financial Professionals of Australia (www.ifpa.com.au) to work through the details of the First Home Buyers Super Save Scheme (FHSSS). It surprised me, as it will you, this policy has been around since 1 July 2017. Let's get some details today on Dollars & Making Sense
Nov 24, 2025
27 min
Ian McLeod, principal of RP Emery Legal Agreements returns to chat to us about financial agreements. Last year we featured 2 shows about binding financial agreements and prenuptial agreements which garnered a LOT of discussion and views. In today's interview, we focus on timing of agreements and how important they can be in relationships and couples looking to "go the distance". We also tackle the gnarly question of large traditional holdings like the family farm, and how they are handled.
Nov 17, 2025
26 min
Anna Venonnen from Coredata returns from her very insightful research last year about crypto investing. Having recently completed a research article for Coredata in "Trends in Crypto Investing", what better way to find out then to go straight to the source. Anna's whitepaper is available on this link for free, and this interview picks up on some key themes - well worth a listen, no matter your background, investment posture or outlook.https://coredatainsights.com/cd-insights/australias-crypto-investors-2025/
Nov 10, 2025
27 min
This week, we follow up with part 2 of what is the difference between non-concessional contributions and concessional contributions in our superannuation system. Natasha Panagis knows what she's talking about, so tune in to find out if for any range of reasons you over contribute without even knowing it. This is important stuff for your retirement planning.
Nov 3, 2025
26 min
Stuart Sheary from IFPA (www.ifpa.com.au) joins us to work through a range of potential options that pensioners might consider to supplement their income. Not everyone has the comfort of a fully loaded super account, and Stuart's suggestions are well worth considering when a number of them won't impact Centrelink payments. Tune in and find out whether you (or your parents!), may be able to take advantage of these alternative income streams to supplement your livi
Oct 27, 2025
27 min
What is the difference between non-concessional contributions and concessional contributions in our superannuation system? This week, Natasha Panagis, subject matter expert from IFPA (www.ifpa.com.au) joins us to discuss the differences and what happens if you exceed the limits in place. Its not all bad news! So tune in to find out what's going on, in this important part of your retirement planning.
Oct 20, 2025
27 min
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