Category: Estate Planning

Estate Planning Financial Planning

Australians need help on how to manage huge wealth transfer

Most Australians want to share their wealth with the next generation but are unsure how to transfer that wealth and need help to plan for an effective transfer. Financial advisers…

Estate Planning Superannuation & SMSF

Planning for the future of a special needs child

While estate planning is essential for any parent, it takes on additional significance for the parents of a child with special needs. One of your biggest concerns is probably planning…

Estate Planning Financial Planning Investment Property

NAB predicts sharp slowing of property prices in 2022

NAB has upgraded its property price growth forecasts for 2021 and 2022 in its latest quarterly property report. The bank now expects growth of 22.7 per cent nationally in 2021…

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…

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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.