Andrew Heaven Q&A

Q: How much income we need to live on in retirement? What is a reasonable benchmark?

Q: What is the difference between Listed Investment Companies (LICs) and Exchange Traded Funds (ETFs)?

Q: I am looking to borrow to invest. Can you give me feedback on the NAB Equity Builder loan facility?

Q: Now that the US elections are finished, it seems like it might be a good time to borrow to invest. What are your thoughts on gearing?

Q: My wife and I are reviewing our Estate planning. Why do we also need a Death Benefit nomination for our Super funds?

Q: Could you please explain under what circumstances I am able to make a contribution to Superannuation. I am 68 years old.

Q: Am I able to make a contribution to my Spouse’s Superannuation fund and what are the advantages?

Q: What is a Dividend Reinvestment Plan (DRP) and how does it work?

Q: I am preparing my Income tax return and I have distributions from ETF in the financial year. Will I receive a tax statement for the Financial Year?