Category: Estate Planning

Estate Planning Property

New legislation aims to benefit first home buyers and downsizers

Changes aimed at improving housing affordability have passed through parliament. See what the new rules could mean for you. Government proposals around improving housing affordability in Australia were passed through…

Estate Planning Property

Is it better to buy an investment property or home first?

There’s a lot to consider when buying an investment property or home, especially for the first time. Have you been saving for a long time and feel ready to get…

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…

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…

Estate Planning

Statutory wills are underutilised in estate planning

Statutory wills are being neglected in situations where a family member has lost capacity with the absence of an established will, according to Australian Unity Trustees.

Estate Planning Superannuation & SMSF

Estate planning and why you need a super plan

When it comes to passing-on your super money, you need to put specific plans in place so the right people end up with it when the time comes. You’d probably…

Estate Planning

Til death do us part

While a thorny issue at times, it’s often worth having a discussion around inheritance. Letting people know what is coming, or not, can avoid nasty surprises and expensive claims later…

Estate Planning

Estate planning strategies for 2017-18

With the $1.6 million transfer balance cap now in place, technical experts have identified some of the considerations that will need to be made in relation to death benefits and reversionary pensions.

Estate Planning

Do’s and don’ts of estate planning

Most financial planners are now fully aware of the importance of estate planning when it comes to developing a comprehensive financial plan for their clients.

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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.