Category: Financial Planning

Financial Planning Retirement

‘Most retirees die with the bulk of their wealth intact’: Key findings from super review

Australians could draw down more on their superannuation balances, as well as access the equity in their home upon retirement, instead of sacrificing today’s wealth through increasing the superannuation guarantee,…

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…

Financial Planning General Insights

Should the government add $5k to low-income super balances?

Superannuation funds are proposing that the Morrison government should add $5,000 to low-income earners’ retirement funds, after 1 million young workers have emptied their super during the COVID-19 pandemic. The Australian Institute…

Financial Planning General Insights Retirement

Proposed super reforms set to add $50k to your retirement

The government is being urged to ignore the “self-interest” of the superannuation funds and pass the Your Future, Your Super reforms to help members pocket an extra $50,000 in retirement….

Financial Planning General Insights

Will Aussies be forced to ‘eat their own homes’ for lack of super?

The architect of Australia’s superannuation system believes members need between $300,000 and $500,000 in retirement, meaning that the rate of super will need to rise to 15 per cent. In…

Financial Planning General Insights

Government urged to make superannuation visible in family court

With the Morrison government decidedly abandoning its controversial plan to allow domestic violence survivors early super access, calls are increasing for victims to be enabled access to their superannuation in…

Financial Planning Retirement

A retirement income rethink

Given the current investment outlook, we explain why income focused retirees need to rethink how to earn enough income to meet their spending goals. What are your plans for your…

Financial Planning Superannuation & SMSF

Superannuation Changes from 1 July 2021

The 1 July 2021 Superannuation Changes Changes from 1 July 2021 will impact on how much money you can contribute to superannuation and how much you can have in your…

Financial Planning

Understanding the coming super balance cap changes

The transfer balance cap is a limit on how much super can be transferred into pension accounts earning tax-free income. On 1 July, this cap will be increased. What might…

Financial Planning Retirement

3 golden rules that make saving for retirement easier

If you’ve thought about how much money you need to save so you can retire comfortably, it might feel a little daunting. Maybe so much so, you’d rather not think…

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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.