Month: November 2016

Education General Insights

The inter-generational financial squeeze

An ageing population is bringing with it a range of challenges with significant implications for our family lifestyles, family finances and family relationships. Australian architects are winning awards for multi-generational…

General Insights

SME retirement plans in jeopardy, research finds

A new survey has found small business owners are at risk of watching their retirement plans fail, with SMEs underprepared when it comes to financial and contingency planning. The research, released by REST…

Education Superannuation & SMSF

ATO set to clamp down on range of super issues

The Tax Office has announced it will be ramping up its focus on a range of issues related to superannuation, particularly as some suspicious strategies surface post-budget. Transfers of life…

Property

SMSFs show restraint in hot residential market

One of the property stories receiving a strong run is the recent auctioning of a rundown, free-standing cottage in suburban Sydney. This “renovator’s dream” sold for $3.91 million – $910,000…

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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.