Month: January 2019

Retirement Superannuation & SMSF

What does a comfortable retirement look like?

How much money you’ll need will depend on a variety of things. Have you got a plan in mind for when you retire? Is it to travel overseas, hit more…

Financial Planning Property Retirement

Where’s the best place to put your money

When it comes to deciding between super and your home loan there’s a lot to consider. If you’re paying off your home loan but you also understand the value in…

Insurance Investment

The pros and cons of investment bonds

Also called insurance or growth bonds, investment bonds can be a tax-effective way to save for something big. If you’re saving for a particular goal, looking for an alternative to…

General Insights Superannuation & SMSF

Admin, BDBN errors flagged for SMSFs this year

SMSF practitioners and their clients have been cautioned on some of the ongoing mistakes that continue to be made with documentation and some of the newer traps that have cropped up with the changes to superannuation.

Financial Planning

Add some extra cash to your New Year

We all dream of an unexpected windfall, and there may be no better way to kick start new year than with some extra cash to your name.  With a bit…

Financial Planning Tax Planning

Now’s the time for tax planning

With not much time remaining to the end of the financial year, now is the time to start some serious tax planning. Getting ready for tax time should go well…

Financial Planning Lifestyle

Why goals succeed where resolutions fail

By now school, work and daily routines may be ruling your week once again. And if you made any resolutions over the holiday season, chances are you’re probably slipping back…

Financial Planning Lifestyle

Make technology work for you

Automate the boring things Set up direct debits so your bills are paid on time without having to remember all the due dates. And if your credit card is weighing…

Retirement

Prepare for retirement

If you’re looking for a way to start saving for your retirement, but still enjoy your lifestyle today, you’re not alone. Recent research shows 54% of Australians aged 55-64 want…

General Insights Superannuation & SMSF

ATO targets non-arm’s length income – NALI

Following a series of ATO audits conducted on SMSFs in recent months, the ATO has been applying non-arm’s length income to a number of SMSFs resulting in serious tax consequences for these funds, warns an industry consultant.

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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.