Month: February 2017

Education

Some financial terms explained

 

Below are four important financial terms.  They are Transition to Retirement; Pension Phase; Allocated Pensions; and Estate Planning.

General Insights

Areas of key focus for SMSFs in 2017.

 

As the new legislative changes to superannuation are rolled out, national law firm Gadens has flagged what key areas professionals will need to act on, with time already “running out” on certain items.

General Insights

Your New Year reading: beyond John Grisham

 

Behavioural economist and psychologist Daniel Kahneman has begun 2017 by retaining his place near the top of The New York Times best-seller list, wedged among the latest John Grisham legal thriller, The Whistler, and the psychological thriller The girl on the train by Paula Hawkins.

General Insights

What a long-term view of the market can teach investors

 

The curtain coming down on another year has a way of focusing the mind on how time is passing. 

General Insights

CGT confusion seeing unnecessary sell-offs

 

A lot of SMSF trustees are confused by the CGT transitional relief provided in the super reforms and are selling off fund assets …

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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.