Month: April 2018

Estate Planning General Insights

Heirlooms no more

Why kids no longer want parents’ treasures If you are a baby boomer, you might be thinking about gifting some of your treasured possessions – especially if downsizing is on…


Procrastination: Just do it. Eventually.

Move out of a rut and reach your goals with our five helpful tips. If you’ve been living in a procrastination comfort zone for too long, you’re not alone. And…


Get ready for the first year of retirement

Will you be a honeymooner, a go-getter or a relaxer? The first year of retirement is one of transition in which you will need to adjust to major changes that…


Why your kids won’t listen to money advice

…and how you can bring them around Every parent wants the best for their children but kids often won’t listen to the wisdom of your experience, especially when it comes…

General Insights

ATO issues update on cryptocurrency compliance traps

The ATO has provided further details on some of the regulatory considerations with cryptocurrency for SMSFs, including valuations, in specie contributions and ownership of assets.

Financial Planning Tax Planning

Remember to factor in parental subsidies at tax time

While you’re sorting your income and expenditure at tax time, make sure you know what you’re entitled to as a parent, carer or grandparent. When the cost of raising kids…

Education General Insights

What’s your biggest obstacle to financial success?

Science reveals how our human-hardwiring can get in the way and cost us much more than we think. As humans we have changed a lot over time. Vast periods of…


Should you own the roof over your head?

When it comes to the rent-versus-buy debate, like many of our clients you may be weighing up the pros and cons. You might be thinking that you’d love to buy…

General Insights

How likely is a global trade war?

US President Donald Trump's recent announcements of tariffs on imports of steel and aluminium as well as on an array of consumer goods from China have sparked a frenzy of concern over the risk of a global trade war.


Be a senior entrepreneur on your own terms!

Many people over 50 are putting their skills and experience to work in their own businesses. Retirement is no longer the destination it used to be. If you’re like many…

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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.