Category: General Insights

General Insights Loans and Finance Superannuation & SMSF

‘Retrospective’ LRBA measures tipped to cause headaches

With the government reintroducing its total super balance measure for SMSF loans, technical experts have warned that the retrospective nature of the change could pose issues for SMSF clients purchasing property this year.

General Insights Superannuation & SMSF

Downsizer Super Contribution

Australians who are 65 years old or older may make a downsizer contribution into their superannuation of up to $300,000 from the proceeds of seeling their home.

General Insights

Keep track of how Australia is really ticking over.

The data below covers almost every aspect of life in our great country.

General Insights Superannuation & SMSF

Insights from the 2019 Vanguard / Investment Trends SMSF survey

The annual Vanguard/Investment Trends SMSF Report collates responses from almost 5,000 SMSF trustees and close to 300 financial planners who advise SMSFs, providing a clear snapshot of the priorities and issues facing SMSF trustees today.

General Insights Investment

What falling interest rates mean for investors

The Reserve Bank of Australia's official cash rate is at a record low of 1 per cent, with further cuts predicted as the central bank strives to offset perceived economic weakness.

General Insights Superannuation & SMSF

ATO releases ‘welcome guidance’ on death benefit income streams

The ATO has provided guidance on what action SMSF trustees should take where they have failed to meet the minimum pension payment requirements for a death benefit income stream.

General Insights

Australia – the story goes on.

One great source of data about Australia. Become better acquainted with the country we love. An up-to-date snapshot of Australia’s vital statistics.   Please click on the following link to see…

General Insights Investment

Towards 2019: What’s next for the housing market?

The Australian residential housing market has been highly variable this year, and we’ve seen some highlights as well as lowlights. It’s been a tale of mixed fortunes in the nation’s…

General Insights Investment

Good investment habits versus damaging biases

In a low-interest, lower-return, more-volatile investment environment, investors have an even greater incentive to keep wealth-damaging behavioural traits or biases under control.

General Insights Loans and Finance

Interest rate for SMSF loans set to rise under safe harbour terms

Despite the recent cut to official interest rates, an update in the ATO’s superannuation rates and thresholds indicates that the minimum interest rate for SMSF loans under the safe harbour terms will increase for the 2019–20 financial year.

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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.