Category: Estate Planning

Estate Planning

‘Should I give my home to my daughter now or will it to her?’

Q: What is the best way to proceed after retirement? I wish to move out of my house on a small acreage and succeed it to my daughter and her…

Estate Planning Financial Planning General Insights

Relationship break-up entitlements when you’re in a de facto

If you’re wondering who’ll get the home you’re currently living in, the car, or boat if you have one, we answer some of the commonly asked questions, so you’re across…

Estate Planning Financial Planning General Insights

Executor of will and power of attorney: What’s the difference?

What is the difference between an executor of will and power of attorney? Let’s discuss their roles and why they are both important tools in estate planning. None of us…

Estate Planning General Insights

Will v trust: Which is best for you?

Should you create a will or a trust? Learn about their differences to know which is the best option for your estate planning. Do you need to create a trust…

Estate Planning General Insights

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 Investment

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…

Estate Planning Investment

Estate planning and investments


It's a question most of us ask eventually: what happens to our investments when we die?


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 Tax Planning

Tax and estate planning traps flagged with pension restructures

While the ATO has previously stated that changing a pension to reversionary after it has been commenced is generally fine where the deed allows it, it may be safest to stop and restart the pension, says a technical expert.

Take The Next Step, Book an Appointment
Contact Us

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.