Month: May 2017

Financial Planning Superannuation & SMSF

Beyond super: Our other personal investment market

Many investors may not realise that Australia's super and non-super personal investment markets are almost equal in value.

General Insights

Federal Budget – 2017-18 – Overview

Comprehensive Budget overview : 27 sections covering every aspect of this year's Budget plus 6 Appendix of support information.

General Insights

Global economy synchronised and thriving

The global economy has maintained steady growth in the second quarter of 2017, providing a solid foundation for risk assets such as equities and corporate credit which further encourages investors to build a diversified portfolio, according to JP Morgan.

General Insights

Life’s financial turning points: good and not-so-good

The marriage and divorce statistics for 2015 sadly suggest that 43 per cent of Australian marriages may end in divorce. Significantly, this number-crunching does not include separations of de facto couples.

General Insights

2011 Census – what was the make up of your area?

The following link is a handy ABS tool if you want to see the demographic make-up of the area you lived as recorded in the 2011 Census.  2016 Census information starts becoming available from June 2017.

Superannuation & SMSF Tax Planning

ATO set to release guidance targeted for SMSF clients

In the coming weeks, the ATO will be distributing letters and guidance notes designed to help practitioners explain issues relating to the superannuation reforms to clients, says a technical expert.

General Insights

More withdrawals from ‘the bank of mum and dad’

Think about what has happened in the six months since Treasury secretary John Fraser spoke of his concerns for retirement savings of parents who help their children into housing by making withdrawals from “the bank of mum and dad”.

Superannuation & SMSF Tax Planning

Tax headache relief: Here’s more help with pension assets changes

Let’s take a look at a practical example of how the new capital gains tax relief will operate for pension assets.

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Contact Usr

Zac Zacharia (Managing Director) has been assisting clients to create wealth and secure their futures for over 14 years.

He is also an accomplished presenter and educator

Co-authoring the popular investment book, Property vs Shares.