Category: Financial Planning

Budgeting Financial Planning

5 Habits you can learn from financially secure people

Ever looked at a friend who has everything together and thought ‘what’s their secret?’ Here are five habits you can implement to achieve financial security. Believe it or not, being…

Financial Planning Lifestyle Superannuation & SMSF

The UPSIDE of Downsizing your family home

People aged 65 or over may be eligible to make additional super contributions of up to $300,000 per person from the proceeds of the sale of their home from 1…

Financial Planning Property

5 tips for downsizing your house and upsizing your super

Once the kids have left, many people find themselves in a large family home, thinking about downsizing. But now that idea could be a way to help pay for your…

Financial Planning General Insights

Get your new financial year game on

A new financial year is always a good time to review your finances and make sure they are in good shape. You’ll be starting this coming financial year wearing a…

Financial Planning Tax Planning

Common EOFY slip-ups flagged for SMSFs

In a bid to avoid common basic errors in the lead up to June 30, BDO has released a checklist for SMSF professionals to be wary of.

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…

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…

Financial Planning General Insights Retirement

Honey, the kids shrunk my retirement

An increasing number of Peter (and Peta) Pans are refusing to fly the coop, staying in the family home well into adulthood. It’s estimated that in the next five years,…

Financial Planning Tax Planning

Remember to factor in parental subsidies at tax time

While you’re sorting your income and expenditure at tax time, make sure you know what you’re entitled to as a parent, carer or grandparent. When the cost of raising kids…

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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.