Episodes

Wednesday Mar 18, 2026

Wednesday Mar 11, 2026
Wednesday Mar 11, 2026
Gayle explains Joint Assets and Tenants In Common and how this affects Survivorship
Accidentally disinheriting children
Business owners not holding assets in their name for asset protection
Unintended Consequences of Intergenerational Wealth Transfer

Wednesday Mar 04, 2026
Wednesday Mar 04, 2026
#33 Intergenerational Wealth Transfer with Gayle McKew
Tax Impact of Inheriting the Family home
Pre CGT Assets
Establishing a new cost base after death
Change of Title
Granny Flat Arrangement
Children Being Disinherited
GrannyFllat Arrangement and Aged Care
INsurance Bonds and more

Wednesday Feb 25, 2026
Wednesday Feb 25, 2026
#32 Intergenerational Wealth Transfer Part 1 with Gayle McKew
We discuss some unintended consequences around government housing, DSP
What happens when someone dies Intestate
Testamentary Trusts and Special Disability Trusts

Wednesday Feb 18, 2026
Wednesday Feb 18, 2026
# 31 Rent Assistance Income form Boarders and Lodgers with Rebecca
What is Rent Assistance and who can get it
Can People travelling around Australia Receive Rent Assistance or have Boarders and Lodgers
When are you allowed to charge rent and board to those who live with you
How does Centrelink assess income from Rent and Board

Wednesday Feb 11, 2026

Wednesday Feb 04, 2026
Wednesday Feb 04, 2026
#29 Medicare and PBS with Rebecca
What are PBS Prescriptions and who is eligible
What does and does not the Healthcare Card entitle you to re medical expenses
Are there co-payments for PBS Medications
What are Allied Health Vouchers
Do retirees pay the Medicare levy
What is MyMedicare and how do you register for it
Does Centrelink offer any payments for medical expenses

Wednesday Jan 28, 2026
Wednesday Jan 28, 2026
#28 Gender Superannuation Gap with Gayle McKew
Gayle discusses the reasons for the the Gender Superannuation Gap including:
Care Giving, Part Time Work, Divorce Settlements, Previous Rules regarding Married Women Working, Career Gaps and more.

Wednesday Jan 21, 2026
Wednesday Jan 21, 2026
#27 Lifetime Income Streams and Annuities with Gayle McKew
Gayle explains what Lifetime Income Streams and Annuities are
Including Tax Paid on these
Market Linked and CPI linked Annuities
Older Style Annuities compared with Current Annuities
Concepts Such as Guarantee of Capital, Residual Amounts and how Annuities tie in with Centrelink

Wednesday Jan 14, 2026
Wednesday Jan 14, 2026
#26 Superannuation - Inheritance with Gayle Mckew
How can receiving an inheritance affect Centrelink
What happens when different categories of people inherit Super
Binding Nominations
Tax Implications
and more









