Category: General Insights

General Insights

The never-ending coronavirus pandemic

Key points – Snap lockdowns in Sydney, Perth and Queensland are likely to cost the economy $2.5bn, but like previous snap lockdowns are unlikely to derail the recovery. – Australia…

General Insights Superannuation & SMSF

New SMSF quarterly statistics highlight continued post-COVID recovery

 

The ATO’s newly released March 2021 quarterly statistical report has revealed the total number of SMSFs will soon hit 600,000, with consistent growth seen across establishments and assets as the industry heads into a post-COVID economic recovery.

 

General Insights

Budget measures designed to give retirees control in increasingly ‘opaque’ super environment

 

Senator Jane Hume has assured that the superannuation measures announced in the federal budget aren’t aimed to force retirees to draw down on savings but instead create greater control in an increasingly complex super environment.

 

General Insights

ATO issues final warnings on outstanding SARs

 

The ATO has issued its final alerts for SMSFs with outstanding SARs, warning that failure to lodge may lead to serious consequences.

 

General Insights

SMSFs still on top for member satisfaction

 

SMSF members continue to report very high levels of satisfaction with the performance of their fund, according to rolling research.

 

General Insights Superannuation & SMSF

Can super set Australia on the path to net zero?

Australia’s superannuation members can have a significant impact on reducing Australia’s climate impact and increasing their returns at the same time, an industry expert explains.  Superannuation members looking to increase…

General Insights

World GDP Ranking (1960~2025)

 

How countries have evolved during this 65 year period is fascinating stuff to watch.  This chart is based on IMF Reports.

 

General Insights

Understanding home downsizing and super contributions

 

The Federal Government announced in the May Budget that it is widening the scope of the scheme allowing eligible Australians to sell their home and put extra money into their superannuation. Here's what you need to know.

 

General Insights

Guide to writing a business plan

 

Whether starting a new business or re-planning an existing one, a business plan is always a good idea.  Getting professional help drafting you plan is another good idea because planning a business's future should be done in the best manner possible.

 

General Insights

‘I woke up with no pain’: Medicinal cannabis earns high praise from war vet

Like most war veterans Michael Ruffin, 78, is still paying for injuries he sustained while on active duty. During his deployment to Vietnam in the late 1960s, Mike (as he’s…

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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.