Month: January 2017

General Insights

‘Devastating’ property investments hitting SMSFs

 

Several SMSF professionals have revealed that their clients are being increasingly the target, and victims, of dodgy property schemes promising high yield and minimal risk.

General Insights Superannuation & SMSF

Asset valuation crackdown imminent for SMSFs

 

Two SMSF auditors, including a big four firm, have revealed that they expect the ATO to home in on asset valuations imminently, ahead of the introduction of new caps on 1 July 2017.

General Insights

New Year (investment) resolutions

 

An astute way to begin a new year is to take a close look at your personal finances – including your super and non-super investment portfolios and your retirement-saving strategies – and to think about what improvements should be made.

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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.