Today we tackle that question that comes up for every person, how much do you need to retire? We run through the ASFA standards which are considered the industry standards and why we disagree with them. We offer our own opinions of how much you need to retire and provide some tips on how you can go about this.

Are you thinking about upgrading your house? A common question that seems to come up is whether you should keep your home and convert it into an investment property. 

In this episode, we set out the pros and cons of doing so and dispel the myth that you should never sell property. We also give actionable tips on what you need to consider regarding tax when you convert your home into an investment property.

In this episode, we discuss the different circumstances where you might consider selling your investment property. There is a lot of great information out there about buying investment properties but surprisingly not a lot about when you should sell. Whilst hanging onto a good investment over the long-term can be great for building wealth, eventually you are going to want to spend that money you've earned on something fun.

In this episode, we tackle that great Australian debate, Investment Properties vs Shares. We explain the pros and cons of both and in what circumstance we would recommend one over the other. (Hint- there isn't a better investment, just the better investment for YOUR goals)

In this episode, we discuss preparing and investing for private school education. We explain the types of costs that will come up and how we go about preparing for this for our clients. We also run through some of the different investment vehicles including investment bonds, scholarship funds, investment portfolios and investment properties.

In this episode of Money Chats, we break down some useful strategies you can use when you have an offset account. We discuss the pros of using this as a hub for your investments and savings, discuss the differences with an investment property and whether you should use an offset account or redraw on your home loan.

In this season final episode, Cara and Ben from Bounce Financial reflect on the different episodes of Season One and what they took away from each of their guests.

If this is your first episode of Money Chats with Bounce Financial, check out our other episodes first to learn more.

In this episode, Cara Brett interviews Courtney Lockett, Owner and Principal Solicitor of Lockett McCullough Lawyers.

Lockett McCullough is one of Brisbane's busiest conveyancing practices, assisting around 3000 client per year to buy and sell property. Cara and Courtney discuss what to look for in a Conveyancer and how things can go wrong (or right).

If you would like to learn more or speak with Courtney, you can contact her at the following:

Website: https://lockettmccullough.com.au/

Linkedin: https://www.linkedin.com/in/courtney-lockett-3741a44b

Facebook: https://www.facebook.com/lockettmccullough/

In this episode, Cara and Ben explain what an ETF is and their pros and cons. We discuss some of the general rules of investing and when an ETF might suit you and what some of the alternatives available are.

In this episode, Cara meets with Michelle Kunde, Accountant at M.A.D. Accounting. They discuss everything you want to know about accounting including when you need to use an accountant and what they can do for you.

When it comes to tax, there is a lot that can go wrong. Having an accountant on your side to help you navigate the ever changing complexities of tax can be a godsend, particularly as you start to earn and invest more.

Michelle has over 20 years of experience in accounting, taxation, bookkeeping, payroll and management advisory. She is a registered tax agent and chartered accountant and works with individuals, business owners and SMSF holders. In her spare time she enjoys running, hiking, swimming and scuba diving.

You can contact her at:

· https://www.madaccounting.com.au/

· https://www.facebook.com/madaccountingbne/

· https://www.linkedin.com/in/michelle-kunde-658a7b4/