Month: August 2017

Loans and Finance Property

Is it the right time to REFINANCE your loan?

With a home loan it’s easy to just ‘set and forget’. But it’s sensible to review your home loan every three years or so. We’re living in a world of…

General Insights

Why Australian retirees aren’t happy and what we can do about it

When it comes to retirement planning, we could be forgiven for giving ourselves a collective pat on the back here in Australia.

Education Shares

What is an “IPO”?

Ever wondered what an “IPO” is?  Or how it works? An IPO is an “initial public offering”.  It is the process by which a company becomes listed on the stock…

Shares

How to generate more income from your Bluechip share portfolio

Volatility in the financial markets is a fact of life. It’s important then for an investor to embrace the volatility and use it to their advantage, rather than shy away…

General Insights

Key Economic Indicators, 2017

This month's focus is on Australia's Labour Force and Demography.

Property Tax Planning

The dos and don’ts of investment property expenses and depreciation

Every dollar you claim in investment property deductions translates to real dollar savings, and they add up quickly, says Eddie Chung, a property tax specialist and partner at accounting and…

Estate Planning

Estate planning strategies for 2017-18

With the $1.6 million transfer balance cap now in place, technical experts have identified some of the considerations that will need to be made in relation to death benefits and reversionary pensions.

Financial Planning

Is life insurance through your superannuation still worth it?

Let’s face it, it’s a good idea to review your life insurance every year or so to check that the premiums are reasonable and your coverage is appropriate. But this…

Property Shares Superannuation & SMSF

How your investments performed in 2017 – and what to expect in 2018!

With another financial year behind us, we have a look at how the investment markets have performed. Overall, the year was remarkable for being unremarkable. At least as far as…

Financial Planning General Insights Superannuation & SMSF Tax Planning

Government to shut down salary sacrifice loophole

The government has announced it will remove a loophole from legislation that allows unscrupulous employers to use their employee’s salary sacrifice contributions to pay their Superannuation Guarantee obligations

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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.