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Paul Benson

Reporter · AU

Indexed articles, last 90 days
12
Latest publication
Sep 26, 2026
Outlet visibility, for Sydney Morning Herald
Top 10K sites
Earliest in this view
Jul 4, 2026

Latest articles

  1. Article · Sep 26, 2026 · Paul Benson

    I’ve inherited $400,000 in shares. What should I do with them? (opens the original)

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    You have reached your maximum number of saved items. Remove items from your saved list to add more. I’ve recently inherited $400,000 in shares and I am unsure what to do with them. My financial planning approach to date has been pretty simple: pay off the mortgage, then put whatever I can into super. The mortgage was cleared two years ago, so all I’ve thought about is super. My initial inclination therefore is to sell the shares and put the money into super, but I’m conscious that this will trig

  2. Article · Sep 12, 2026 · Paul Benson

    I’m in a tricky spot. I have money in the US that I need to transfer here (opens the original)

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    You have reached your maximum number of saved items. Remove items from your saved list to add more. I’m originally from the UK. Prior to coming to Australia 16 years ago (I’m now a citizen), I worked in the USA for four years where I received a company pension which had a balance of $US70,000 the last time I checked it some years ago. I also paid into a 401K scheme that had an element of matching from my employer, the current balance of which is approximately $US239,000. I’m at an age where I ca

  3. Article · Sep 4, 2026 · Paul Benson

    A $1080 share investment I made in 1993 is now worth $204,000. Should I sell? (opens the original)

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    You have reached your maximum number of saved items. Remove items from your saved list to add more. I have about 1300 Commbank shares. I started off with 200 in 1993 and have just kept going with the dividend reinvestment plan. With the tax changes coming in July 2027, should I sell them before that date? I am 65, my wife is 66, and we plan to retire at about that time. We have no debt and a reasonable sum in each of our super funds. The most important ingredient to investment and wealth creatio

  4. Article · Aug 29, 2026 · Paul Benson

    How can we invest for our grandkids when markets are so volatile? (opens the original)

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    You have reached your maximum number of saved items. Remove items from your saved list to add more. Currently, I have investment bonds for my grandchildren invested in a high-growth option, given the money will sit in their for a long time. With the arrival of a new child, and perceived increased uncertainty in the market, is this still the way forward? Should I now be taking a more conservative approach? In a word, no. There is always market noise, and if we look for it, a reason to convince ou

  5. Article · Aug 22, 2026 · Paul Benson

    I’m 64 and I just inherited $700,000. What should I do with it? (opens the original)

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    You have reached your maximum number of saved items. Remove items from your saved list to add more. I have about $700,000 in cash from a recent inheritance and am unsure what to do with it. I’d like to be able to access some to help my adult children occasionally. I am a 64-year-old single female homeowner (no debt) working full-time, but I plan to reduce my weekly hours within 12 months. I have about $500,000 in super, including $340,000 invested in FY2026 through the three-year bring-forward p

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