Month: February 2018

Economics

Business confidence hits 5-month high: NAB

NAB’s business confidence index jumped four points in December as business confidence and business conditions begin to converge.

General Insights

New Year resolutions, New Year strategies

Stop procrastinating. These two words can provide an excellent starting point for investors who are determined to set meaningful resolutions and strategies for 2018 and beyond.

General Insights Shares

The Global Economy: What’s ahead in 2018?

Key takeaways The global expansion should remain intact for 2018, though the near-perfect backdrop could deteriorate. The probability of a US recession is low, despite the maturing business cycle. As…

Financial Planning Superannuation & SMSF

How will downsizer contributions work for SMSFs?

With downsizer contributions coming into effect on 1 July 2018, what are some tips and traps for SMSFs and their members.

General Insights

‘Read the tea leaves,’ brace for cryptocurrency regulation, advisers told

Despite crytpocurrency not being regulated as a financial product, the requisites of best interests duty still strictly apply as the regulators circle, advisers are being told. 

Financial Planning Superannuation & SMSF

Power of retiree super dollars

With the waves of baby boomers now nearing or entering retirement, it is hardly surprising that the ranks of retired super members is rapidly growing. Yet the extent of that growth may surprise you.

Financial Planning Shares

Beyond share prices

Investors shouldn't overlook that there are two components to sharemarket returns – dividend yield and capital gains (or losses).

Financial Planning Superannuation & SMSF

Financial advice is the leading trigger to review insurance inside Super

Financial advice has been found to be the leading cause of people taking action to review their life insurance inside a superannuation fund.

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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.