Month: August 2017


Cyber Crime – how to protect yourself

With the flurry of online spending these days, now is a good time to review how well you’re protected against Cyber Crime. Don’t respond to email messages that ask for…

General Insights

Investors acting their age

Young investors can fall into the trap of being too conservative for their own good, forfeiting compounding long-term returns from growth assets.

Education Property

Is it better to buy an investment property or home first?

There’s a lot to consider when making such an important purchase, especially for the first time. Have you been saving up for a long time and finally feel ready to…

General Insights

ATO locks in details, addresses panic on real-time reporting

The tax office has addressed several points of confusion with the new events-based reporting regime, locked in key deadlines, and outlined what will be included in a new position paper set to be released shortly for the SMSF community. 

General Insights Lifestyle

7 tips to traveling on a budget

Careful planning can help you enjoy a great holiday, whatever your budget. Does it feel like ages since your last holiday? Maybe with responsibilities like paying off your credit card,…


Venus and Mars – do men and women handle their finances differently?

Do men and women differ when it comes to managing their finances? Ignoring the temptation to slide into stereotypes, I (as a man) asked my wife (as a woman) for…

Tax Planning

Government ‘undermines’ tax system in new moves on property expenses

Newly-released draft legislation, which firms up the 2017 budget move to limit investors’ ability to claim travel expenses and depreciation deductions, will “upset the fundamental basis behind our tax system” according to an accounting body.

Financial Planning Superannuation & SMSF

When should you start planning for retirement?

For anyone who knows me, I have a standard answer for questions like this. And that answer is ‘it depends’. Whether it is planning for retirement, buying a new home, deciding…

Superannuation & SMSF

Multiple super accounts in a ‘gig’ society

Just yesterday (23-7-17) a planner's client said 'By the way I located lost super and would like some financial advice please. There are still a couple more lost supers, not located,
How should I proceed?  (NB: do not let things simply run because in a few years you'll forget and discovery will be very hard).

Financial Planning Superannuation & SMSF Tax Planning

Are you on top of the changes to Superannuation from 1 July 2017?

Hardly a week goes by without the mainstream media mentioning superannuation. It certainly remains at the forefront of many conversations around the country at the moment!  Here is a quick summary of…

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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.