Rental Investment Property update
The managing agent submitted the NCAT (lease termination application) form (costing me $60) last week, as the tenants had still…
12% solution ‘superhero’ portfolio and ‘moomoo’ trading account – end SEP 2023 update
The “12% solution”” recommendation email from David Alan Carter for the end of September was for60% SHY (or cash) +…
Rental investment property blues
Apparently the tenants for my rental apartment have not paid the rent since 24 August, so the managing agent issued…
Simple Financial Lifecycle Illustrator
A Simple Financial Lifecycle Illustrator that you can play around with.All figures are in current $ terms.Enter the average after…
Transition to retirement plans
I currently plan on sticking with my current full-time employment (barring any serious health issues or being made redundant) for…
12% solution ‘superhero’ portfolio and ‘moomoo’ trading account – end August 2023 update
The “12% solution”” recommendation email from David Alan Carter for the end of August was for60% MDY + 40% JNKSo…
Net Worth – AUG 2023
Chart updated to end of August in sidebar.Stocks/cash increased $4,918 (+2.39%) to $210,527.Retirement savings (SMSF etc) decreased by -$7,149 (-0.45%)…
How the Age Pension Asset Test is designed to penalize the average Australian couple if they make additional super contributions
Based on 2019 statistics, the average man aged 60-64 and approaching retirement had a superannuation balance of $178,800. And the…
Our SMSF Performance vs Index (Industry Funds)
Inspired by Moomin’s post of his SMSF monthly performance compared to comparable Uni/PS super funds (unisuper and PSS(AP)) where he…
Net Worth – JUL 2023
Chart updated to end of July in sidebar.Stocks/cash increased $23,402 (+12.85%) to $205,509 – but this was largely due to…
12% solution superhero portfolio – end July 2023 update
The “12% solution”” recommendation email from David Alan Carter for end of Jul was an unchanged recommendation from last month,…
Another dabble in trading
I was browsing through Youtube videos (anything to procrastinate working on my PhD literature review or making cold calls to…
Updated Supehero ‘fun’ trading account to include ‘The 12% solution’ monthly trades
I decided to transfer A$1,000 into my superhero trading app and convert it and some residual A$ cash balance into…
Can (almost) anyone get rich?
Can anyone (at least those living in a developed country, and of average intelligence and reasonable health) get rich during…
FY24 PAYG tax variation
Now that I know the current recurring expense and income for my investment apartment (and making the assumption that interest…
Investment Property FY2023
I’ve started working on the figures I’ll need for completing my 2022-23 FY tax return. One of my new items…