Paul Benson | WAtoday

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

Should I move from a small super fund to a major one?

Should I move from a small super fund to a major one?

While a small fund can seem like it lags bigger ones, it can still be a winner when it comes to returns.

  • by Paul Benson

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I’ve paid taxes all my life. Am I entitled to a full pension?

I’ve paid taxes all my life. Am I entitled to a full pension?

Your entitlement to an age pension is determined based on need, not the amount of tax you’ve paid.

  • by Paul Benson
Should we upgrade from an apartment to a house?

Should we upgrade from an apartment to a house?

If life was purely about accumulating wealth before you die, then trading your apartment for a home would probably make sense. But there’s more to consider.

  • by Paul Benson
I don’t want to be a landlord, so what do I do with my property proceeds?

I don’t want to be a landlord, so what do I do with my property proceeds?

Being a landlord can be a headache, but choosing where to invest the proceeds of your house sale can also be challenging.

  • by Paul Benson
My bush property is too big for me to get the pension. What can I do?

My bush property is too big for me to get the pension. What can I do?

While being on acreage can be pleasant, the size of your property can risk stymieing your pension options.

  • by Paul Benson
Will gifting money to our son mean we can’t get the pension?

Will gifting money to our son mean we can’t get the pension?

Early inheritances are well and good, but make sure you don’t regret gifting away money you might have actually needed.

  • by Paul Benson
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Will I lose money if I switch super funds?

Will I lose money if I switch super funds?

Switching from a poor performing fund into a better one shouldn’t cost you much, but it’s important to think carefully about why.

  • by Paul Benson
I want to retire early. How do I plan for this financially?

I want to retire early. How do I plan for this financially?

It’s important to get your priorities straight when planning an early retirement.

  • by Paul Benson
I took time off to raise my kids. How do I get my super back on track?

I took time off to raise my kids. How do I get my super back on track?

When topping up your superannuation, think about how much are you prepared to sacrifice now, for that extra level of financial security later in life?

  • by Paul Benson
I’m terminally ill, what should I do with my super?

I’m terminally ill, what should I do with my super?

Along with ticking off a few bucket list items, accessing your super within the right time frame is important.

  • by Paul Benson
Do I really need to pay for two different financial advisors?

Do I really need to pay for two different financial advisors?

While it might feel like a lot to pay for advice from separate planners, it’s worth doing.

  • by Paul Benson