Update: February 2021
Another steady month. Some taxes were due this month, so the overall graph doesn’t appear too exciting, but there were…
Income sustainability?
As the COVID vaccine rollout starts to occur across Australia, I’ve been finding myself reflecting a lot on the sustainability…
Family Trusts Part 4: The End
Some final closing notes about trusts – this is the post about how trusts get passed on and inherited when…
Family Trusts Part 3: Tax Savings
So how is it that a trust can be used to reduce taxes on investment income? Let’s work through it…
Update: January 2021
New year is off to a good start – mediocre returns in the market for January, but I did have…
Family Trusts Part 2: How It Works
In the first part of this series, I laid out the structure of a family trust and the individuals involved…
Family Trusts Part 1: Introduction
Last year, I mentioned that I was exploring the possibility of setting up a discretionary family trust during 2021. I’m…
Your Money or Your Life?
Over Christmas, I read a book called Your Money or Your Life, which I had seen recommended several times in…
2021 Goals
As we start out in a new year – which, hopefully, will be a better year for everyone than 2020!…
Update: December 2020
Back with another monthly update! This month was a 3 pay cycle month, so made quite good progress. I essentially…
Looking Back on 2020
2020 is nearly over! This year has simultaneously been a drag, while also passing in the blink of an eye….
Reflection: Share Portfolio
I only started investing in shares a year after I bought my investment property, so this part of my portfolio…
Reflection: Investment Property
In mid 2017, in the infancy of my career and before I learned about FIRE and investing in the share…