Paul Benson | WAtoday

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Paul Benson is a Certified Financial Planner, and host of the Financial Autonomy podcast.

Can my investment windfall let me take more time off work?

Can my investment windfall let me take more time off work?

Using your investment income so you can work less and spend more time with your family can be a smart move. But you need to think through the pros and the cons.

  • by Paul Benson

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Should I boost my super or pay off my mortgage?

Should I boost my super or pay off my mortgage?

Owning a roof over our heads and being debt-free in retirement is a common goal. But doing so can come at the expense of extra earnings.

  • by Paul Benson
Can we put our rental income back into super?

Can we put our rental income back into super?

There are no limits on adding to your super until you hit a certain age, but there’s a question of why you’d want to.

  • by Paul Benson
I’m getting old and my SMSF has become a burden. What should I do?

I’m getting old and my SMSF has become a burden. What should I do?

For most, there comes a time in later life where the costs in time and accounting fees of a self-managed super fund outweigh the benefits.

  • by Paul Benson
Will I regret never buying a house and just investing instead?

Will I regret never buying a house and just investing instead?

On the numbers, there’s seemingly an easy answer to your question. But can you really place a value on a roof over your head?

  • by Paul Benson
I’m successful and well-off. Can I access my super early?

I’m successful and well-off. Can I access my super early?

There’s no way to exclude yourself from the age pension to access super early. But there are ways to plan, so your finances don’t rely on your super.

  • by Paul Benson
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We can barely afford the mortgage, should we sell our investment property?

We can barely afford the mortgage, should we sell our investment property?

Knowing when to sell up from an investment property that’s costing you too much can be a difficult decision.

  • by Paul Benson
When my kids inherit my shares, how much tax will they have to pay?

When my kids inherit my shares, how much tax will they have to pay?

If your kids are likely to be paying a meaningful amount of tax, it may be advantageous for you to rebalance your portfolio.

  • by Paul Benson
Can we downsize into a more expensive home and still add to super?

Can we downsize into a more expensive home and still add to super?

There are a raft of conditions to consider when making a downsizer contribution that you need to keep in mind.

  • by Paul Benson
I’m terrified of running out of super. How do I prevent this?

I’m terrified of running out of super. How do I prevent this?

Running out of money is a common worry when people first retire, but there are many options that can guarantee you income for life.

  • by Paul Benson
This is what good financial planning really looks like

This is what good financial planning really looks like

You might ask what a two-month sojourn in New York has to do with personal finance, but good planning goes well beyond just the numbers.

  • by Paul Benson