Category: General Insights

General Insights Loans and Finance Property

Helping your children to buy a home

Increasing house prices are good news for property owners but can be a bit of a hurdle for people trying to get into the market.  If, like many of our…

General Insights

Part 4 – The major benefit of ‘behavioural coaching’

 

One important part of a planner’s job, and what adds real value, is being able to keep their clients focused when times are bad.

General Insights

3 tips for weathering the market’s bumpy ride

A very interesting graph comparing short term volatility with past long term reality.

General Insights Superannuation & SMSF

Is it too risky to place all of your assets into your superannuation?

Is it best to place all your assets in superannuation or to diversify using other investments ? We currently have a number of rental properties and have been advised to…

General Insights

Common BDBN ‘pitfalls’ flagged in wake of ASIC action

An industry law firm has identified some of the common traps with BDBNs that can land advisers and their clients in trouble.  One example being a recent case of incorrect witnessing of binding nominations.

General Insights

Case law points to ‘growing importance’ of SMSF document chain

Another thing SMSF Trustees need to be aware of.

General Insights

How Australia is performing.

            An up-to-date snapshot of Australia's vital statistics.   Please click on the following link to see all this interesting information. The areas covered are: Overview…

General Insights

Global outlook summary: Down but not out

As the global economy enters its tenth year of expansion following the global financial crisis, concerns are growing that a recession may be imminent. 

General Insights Shares

5 ways to keep a cool head in a falling share market

Despite concern, falling share prices are not necessarily a sign of a mild or major bear market situation, according to Dr Shane Oliver. The share market correction many people are…

General Insights

Australia – a comprehensive run-down of our vital statistics.

          An up-to-date snapshot of Australia's vital statistics.   Please click on the following link to see all this interesting information. The areas covered are: Overview Markets…

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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.