Category: General Insights

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

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

‘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…

General Insights

Videos to help understand financial planning topics.

 

Often watching a short video is a quicker way to understand what can otherwise be quite confusing.  The following titles have just been added to our website and can be accessed at any time and by anyone.

 

General Insights Superannuation & SMSF

How do the superannuation changes impact you?

The government has announced a raft of superannuation changes, including the abolishment of the $450 threshold and a super savings booster for retirees.  The Treasurer used his budget speech to highlight how…

General Insights

Budget 2021: Retirement Outcomes

 

The 2021-22 Federal Budget unveiled a range of initiatives aimed at providing additional flexibility across the retirement savings system.

 

General Insights Retirement

‘Surprising and disappointing’ lack of innovation in retirement products

Despite an ageing population, the “surprising and disappointing” lack of retirement product information is holding members back, an industry expert has revealed. In a media briefing, Zenith Investment Partners chief…

Education General Insights

Heart disease, cholesterol and statins: Your questions answered

As a cardiologist, many of the questions I’m asked on a daily basis concern statin drugs. It is my opinion that the medical profession gives statins too much power, but…

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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.