Month: May 2018

Financial Planning

Make your own plans for aged care

It can be tempting to put off thinking about aged care. When you’re busy enjoying life in the present it can be challenging to find the time or desire to…

Loans and Finance Property Superannuation & SMSF

Marriage in later life

Romance blooms at any age, including as we get older and supposedly wiser about such things of the heart, and head. So, if you’re considering marriage, perhaps for a second…

General Insights

New rules capture SMSFs trading big with cryptocurrency

Sizeable cryptocurrency transactions will “come to the attention of the ATO” under new rules that came into effect this week, so a mid-tier firm has put together a checklist of key considerations to keep SMSF investors compliant.

Budgeting

After the dust settles, a fresh start…

Taking stock of how your life’s travelling at the start of a new year is probably an exercise you’re likely to pursue with greater urgency if you’ve recently come to…

General Insights

Do you have a key person in your business?

If your business is like millions of other small or medium businesses in Australia, it’s likely that you’ll have one or more individuals whose involvement is critical to its success….

Budgeting

Retraining your savings brain

Where there’s a will there’s a way, especially when it comes to saving. The latest scientific findings reveal that although fewer than 25 per cent of us have a genetic…

Education

Grandparents unsung childcare heroes

It’s meant to be a time to kick back and pursue all those interests you put aside while you worked and raised a family. But increasingly, grandparents are being called…

Financial Planning Tax Planning

Tax planning tips for the End of Financial Year

With the end of financial year (EOFY) fast approaching, now is the time to be looking at your taxation planning. Here are some tax planning strategies that you may want…

Financial Planning Loans and Finance

The pros and cons of investment bonds

Also called insurance or growth bonds, investment bonds can be a tax-effective way to save for something big. If you’re saving for a particular goal, looking for an alternative to…

Lifestyle

Quick and Easy Ways to Get Healthier Fast

Little moves, big results Being healthier doesn’t have to mean overhauling your entire lifestyle. Sometimes all it takes is a few simple changes. From eating more carrots to watching puppy…

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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.