James Wrigley (@iamjameswrigley)

If you’d like to discuss financial advice and your own situation the best place to start is booking a call through the link in my profile.

This couple are looking to retire but they still have a mortgage on their home #money #investing #retirement #pension

If you’re selling your home & maybe spending more on the new one. Don’t miss out on this opportunity #money #investing #home #property

Save this for if you win the $100M tonight. Not that I have a ticket. #money #investing #retirement #family

We don’t have a gift tax in Australia but you need to be aware of how gifts impact any Centrelink benefits #money #family #pension #retirement

There were lots of questions elsewhere about why you would contribute to a new super account & not back into the old one. #money #investing #family #inheritance

This couple want to help their kids, renovate their home and do what they can (given difference in their ages) to maximise Centrelink entitlements #money #investing #retirement #pension

Age pension rates are about to increase. But for some people the increase in deeming rates could mean less age pension #money #pension #retirement #income

Here’s how a 70 yr old couple, who have no super, can get $1M into superannuation #money #inheritance #family #retirement

This couple will use the combination of a full age pension and a top up from their super & savings to fund a comfortable retirement #money #investing #pension #retirement

Just getting started is the hardest part when it comes to your investing & financial planning #money #investing #tax #retirement

I’ve made the voting round of the 50 most influential financial advisers in the country. It would mean a lot to me if you could vote.

Changes to capital gains tax mean the old strategy of wait until you retire to pay less tax on selling investments has changed #money #tax #investing #retirement

Asset rich and cash flow poor, a restructure of this persons assets can free them up to retire #money #tax #investing #retirement

With the new financial year there are some changes to superannuation limits. Here’s the updates. #money #investing #pension #retirement

Ever since I started working from home during COVID I’ve been working from a $50 Bunnings trestle table. So I’ve just bought myself a @Secretlab replacement #wfh #desk #home #homeoffice

You can’t just nominate anyone as beneficiary on your super fund #money #tax #investing #inheritance

Outdated tech can really slow you down. Instead of focusing on just cutting costs in your business don’t overlook the cost of inefficiencies. From my own experience, using tools like the Dell XPS powered by #IntelCoreUltra processor, that’s fast, reliable and with exceptional battery life can really make a noticeable difference to how smooth the day runs. @DellANZ #DellCollab #DidItWithDell #XPS #Ad This content is general information only and does not constitute financial or tax advice. You should consider your own circumstances and seek professional advice if unsure.

If you made a super contribution this year and you want to claim it as a tax deduction, don’t forget to compete this form #money #tax #investing #retirement

Tax deductions should never be the driving force behind your money decisions. The purchase or investment must make sense on its own, any tax deduction is a bonus. Personally, I focus on purchasing tools that genuinely support how I work, like the Dell XPS powered by #IntelCoreUltra processor, with exceptional battery life that makes work feel easier and more efficient. @DellANZ #DellCollab #DidItWithDell #XPS #Ad This content is general information only and does not constitute financial or tax advice. You should consider your own circumstances and seek professional advice if unsure.

If you have less than $500k in super your access to your 2020-21 unused super contributions as a tax deduction are about to run out #money #tax #investing #retirement

CGT rules are from 1 July 2027. Here’s how the indexing method would work #tax #money #indexing #cgt

Announcements in the federal budget effectively kill off the bucket company strategy #money #investing #tax #budget

If you caught me on Chanel 7 I was hoping they would thow to me for that last question #budget #money #retirement

Story time how this couple ended up needing to make the biggest minimum pension payment I have seen in a very long time #money #investing #smsf #family

There are changes to the EV lease scheme coming #money #car #ev #lease

If you’re in Shepparton or Griffith, come along. I’d love to see you there. #money #investing #retirement #author

The only requirement to start a TRIS is that you are 60 #money #investing #pension #retirement

The Financial Review pibslished an article about the 5 tax changes the government is considering for the upcoming federal budget #money #economy #economy #budget

Here’s how to convert your super accumulation fund to a pension fund #money #investing #pension #retirement