Category: General Insights

General Insights

Average age for establishing SMSFs sitting at 48.9: Report

            The latest SMSF Benchmark Report from Class indicates that there is a continuing trend towards younger age groups setting up SMSFs, which follows similar…

General Insights

ATO updates valuation guidelines for pension reporting

The ATO has updated its valuation guidelines in order to clarify when a reasonable estimate can be used for valuing pension assets when reporting to the ATO.

General Insights

ATO figures show jump in starting balances for SMSFs

The ATO’s statistical overview of SMSFs for the 2016–17 financial year indicates that funds that were established that year had assets of just over $500,000 on average, a substantial increase from the previous year.

General Insights

Your personal financial register

Have you written a personal financial register, listing your super and non-super investments, your other assets, your income and any debts?

General Insights Superannuation & SMSF

Australia’s $4bn Super blackhole impacting self-employed most

While a recent research report has predicted that the ATO’s crackdown on SG non-compliance will be effective in improving the payment of super to employees, the lack of super savings among the self-employed is expected to remain a critical issue.

General Insights Superannuation & SMSF

SMSFs on ATO’s radar in cryptocurrency review

As part of its review of transaction information from cryptocurrency service providers, the ATO has said that it will be using this data to ensure that SMSF trustees or members…

General Insights Loans and Finance

Limited recourse borrowing arrangements – LRBAs

Transfer of loan amounts flagged as vital compliance step for LRBAs

Financial Planning General Insights

What a financial planner does to help.

Updated research from Vanguard confirms what previous research found concerning the average value added to clients' long-term wealth by a financial planner.  

General Insights Investment

Goodbye to ad-hoc portfolios

Investment portfolios are often built in an ad-hoc fashion with too little thought given to taking a co-ordinated approach to investing.

General Insights

Wanted: More voluntary super contributions

Are you contributing enough to super? Recent research highlights the reality that most members of large super funds do not make voluntary contributions.

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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.