Month: November 2017

General Insights

Resources on our site to help you, your family and your friends.

Your Financial Planner supplies you with more tools and resources than most others and at no extra cost.  Use them to improve your planning for the future.

General Insights

Calls to Review ASIC’s Definition of Lapse Insurance

Industry stakeholders are seeking clarity from ASIC over the criteria it is using to determine the incidence of life insurance policy lapses.

General Insights

Paperwork bungles lead to $38k in payments

An example of the need to keep good records for everything you do.

General Insights

Self-employed? Don’t miss out on super

There are plenty of benefits from being self-employed including having a typically high degree of independence.

Lifestyle

5 ways nutrition can help you sleep better tonight

More and more, we are learning about the benefits of getting the 7-9 hours of sleep each and every night. Lack of sleep affects everything from ability to concentrate and perform well…

General Insights

Big concessions looking likely for transfer balance limit: ATO

The ATO has given a strong indication that there will be concessions made in relation to events-based reporting for those SMSFs with balances significantly lower than $1.6 million, after a period of industry consultation “blew out” the ATO's expectations.

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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.