Month: May 2019

Investment Superannuation & SMSF

Is it too risky to place all of your assets into your superannuation?

Is it best to place all your assets in superannuation or to diversify using other investments ? We currently have a number of rental properties and have been advised to…

General Insights Superannuation & SMSF

SMSFs on ATO’s radar in cryptocurrency review

As part of its review of transaction information from cryptocurrency service providers, the ATO has said that it will be using this data to ensure that SMSF trustees or members…

Insurance

5 life insurance questions you’ve always wanted to ask

What impact do factors like your weight, age and smoking status have on your ability to buy life insurance?  Life insurers take into account a number of different factors when…

Investment Shares

How to tell which are the best shares to buy

So you’ve heard about people making a mint from the stock market, and you think you’re finally ready to dabble in it too. But where do you even start? If you…

Financial Planning Lifestyle

Give your kids money smarts

Children learn a lot from their parents when it comes to money—arm yours for financial success. When it comes to money, your own behaviour and attitudes can strongly influence your…

Investment Loans and Finance

10 tips for choosing an investment property

So, you’re thinking of buying your first residential investment property? There are a few things to consider before making the move. Here are our top 10 tips for avoiding potential…

Financial Planning Superannuation & SMSF Tax Planning

Getting ready for End of Financial Year 2019

With the end of the 2019 approaching, we would like to draw your attention to some things worth considering as part of your year-end tax planning. As always, we are…

Financial Planning

The money goals to consider in your 30s

As we move from the (mostly) financially carefree days of our 20s, many of us will face a whole new set of challenges. When I reached this terrifyingly more adult stage of life,…

Financial Planning Lifestyle

Six traits of Australians living the dream

Almost one in four Australians (23%) believe they are definitely or mostly ‘living the dream’, according to recent research from the Financial Planning Association. Here are six traits that have helped…

Financial Planning Lifestyle

When to charge your kids board

I recently came across a news story about a hapless New York couple, who have taken their 30-year old son to court in a last ditch effort to get him…

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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.