Month: May 2018

Education Insurance

Things you need to know about personal insurance

Personal insurance premiums have increased significantly over the past 18 months, running the risk that cost-conscious consumers might consider cutting back their cover. Suddenly those quick, off-the-shelf insurance products advertised…

Loans and Finance

Refinancing could save you thousands – and give you greater flexibility

It’s often said that Australians are more likely to divorce their spouse than switch banks. But with plenty of competition in the home loan sector, refinancing can be a good…

General Insights

I’ll have source with that: Pros and cons of crowdfunding

In the early 1700s, the British Admiralty had a big problem. They were losing thousands of seamen every year due to a lack of navigational tools. Their sailors could calculate…

Lifestyle

Travellers’ Tales – Thai golf dreams

Thwack! – The ball goes slicing off toward the long reeds behind which there’s a pond. “Do you think it’s gone in the water?” “50/50…” says the smiling female caddy….

General Insights

Beware residency rules if moving overseas

SMSF trustees are often unaware that if they move overseas for an extended period of time, their SMSF may fall foul of the ATO’s residency rules and they may face a heavy tax bill.

Property Superannuation & SMSF

Beware SMSF property spruikers

Self Managed Superannuation Funds (SMSF) are becoming increasingly popular with Australians who want to take control of their superannuation investments.But there are growing concerns that SMSF property investments are being…

General Insights

4 components of our 2018 Federal Budget

Click on the following links for more detail on the main components of the 2018 Federal budget. Stronger growth to create more jobs Guaranteeing the essential services Australians rely on…

Property

How to get into the property market young

To buy or not to buy? It’s one of the biggest ‘grown-up’ decisions you’ll make. But, when done right, it doesn’t have to tie up all your money. There are…

General Insights

Technology no match for people power

It is 25 years since a young British scientist called Tim Berners-Lee invented the World Wide Web and famously gave it to the world for free. From the time it…

Estate Planning Superannuation & SMSF

Living and dying – doing it your way

Living longer is something to be celebrated. But it can be a less settling prospect if advancing age or an accident reduces your capacity to make decisions. Worse still, if…

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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.