Josie Kay, The MoneyOrganiser is an expert on personal finance. No doubt, you have heard her straightforward, no nonsense, passionate approach to managing money on the very successful Australia wide weekly radio show ‘Money Matters’. Josie has enjoyed helping people for nearly two decades.
If you’re new here, you may want to subscribe to my RSS feed. Thanks for visiting!Last Sunday on the show, we interviewed the federal Minister for Superannuation and Corporate Law Mr Nick Sherry…
Kel, (Our radio show anchor and web guy) has been a little ill since the interviewed aired so apologize for the delay [...]
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Q. I have approx $100,000 in Superannuation and I want to retire at the end of the financial year this year. I turned 60 at the end of May. Do I have to invest in a particular income stream for it to be tax free or can I withdraw my Super & put it [...]
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Have you heard the term ‘debt recycling’? Simply means that you have taken out an investment loan to purchase an asset like shares or property, and then use the income from these investments to repay debt on the family home.
The reason it can be such a powerful strategy to reduce debt is that the [...]
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Q. Hi Josie, I was sitting on the tractor working away the other night and I was listening to you on the radio. I am from NZ, currently working here for a while. I was wondering how I go about claiming tax back? I have also worked here in the past (a couple of [...]
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Q. My son worked at Macdonalds for 4 years and has a superannuation with employer contributions. He is now doing full time study at uni. Should he do something with this superannuation before it is eaten away with fees?
Josie’s answer: I just love it when people are conscious of fees within their superannuation fund. [...]
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Q. Can u tell me, at what birth year does the aged pension stop. I was born in 1964 and need to know whether I will receive the aged pension.
Josie’s answer: A great question and I suspect many people reading this question will think you have gone bananas. Most Aussies [...]
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Q. Husband and self over 50.sold home have $50,000 leftover. We have $250,00 new mortgage with $30,000 in offset acct.
We’re currently spending offset money improving house to use for selling when retire. have no superannuation (self employed).
We have no great aspirations when retire, family around just want to live & pay bills no liabilities except [...]
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Q. Hi Josie, my husband and I are really struggling putting together a household Budget. Any suggestions?
Josie’s answer: Maybe you are setting unrealistic goals. Can’t believe I am saying this, but maybe you are foregoing too many luxuries and you are extremely bored.
Just like dieting, if you ate that piece of chocolate cake, it [...]
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Q. I’m 56 years old, separated and I want to buy a unit. My husband brought a house before we met. When we brought a house together we were not entitled to the first home buyers grant because he used it when he brought his first house. My question is: am I entitled to [...]
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Q. My partner and I regularly listen to your financial advice segment on Radio 4GR Toowoomba on Sundays. Congratulations on a very interesting show.
We are aged 57 and 52 respectively, currently working full time and we each have superannuation policies. Later this year we plan to resign from our jobs and go on a working [...]
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