Category: Estate Planning

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.

Estate Planning Property

Is off-the-plan on the money?

With rising house prices, is buying off-the-plan for capital growth a good idea? When it comes to property investing, or any investment, there’s no such thing as a free lunch….

Estate Planning Loans and Finance Property

Safeguard your ability to pay off your home loan

It’s not unusual that life can be smooth sailing one minute and throw you a curve ball the next. You might be hit with an injury or illness, a reduction in…

Estate Planning Loans and Finance Property

If you’ve always thought property prices only go up

It may be time to reconsider some myths about property investment. With so much emphasis on property in the media, it can be difficult to sort fact from fiction. But…

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 General Insights

Estate planning in the new environment

The introduction of the transfer balance cap (TBC) on 1 July 2017 has had a severe impact on estate plans that include superannuation savings. 

Estate Planning Superannuation & SMSF

Why SMSFs want estate-planning advice

An estimated 77,000 self-managed super funds (SMSFs) have unmet needs for advice on estate planning.

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…

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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.