Category: Investment

Investment Superannuation & SMSF

Related-party property development concerns — Part 1

In the first article of a four-part series on SMSFs and property development, I focus on related-party leases and how to keep them compliant.

Investment Retirement

Investment options and retirement

If retirement was on your horizon in the next five years or so, the market downturn due to COVID-19 coronavirus might have prompted you to take a closer look at…

Investment Superannuation & SMSF

SMSF liquidity lessons learnt from the pandemic

Sometimes it is true that you don't know what you've got.  ​Till it's gone.  Music aficionados will recognise that line from Joni Mitchell's 1970s hit Big Yellow Taxi.

Investment

Diversification – why it matters now more than ever

If you’re an investor or considering becoming one, some essentials are important to know, and of these, few are more important than diversification. Diversification is a way of spreading the…

Investment

Do your investment goals stack up?

There's an old saying, to only focus on the things in life that you can control.

Investment Superannuation & SMSF

How early super withdrawals add up

The coronavirus pandemic is having profound effects on Australian families, communities, businesses, the financial markets and the global economy.

Investment

How investment market volatility could affect your super

You may hear about investment market volatility and think it has nothing to do with you, especially if you don’t own any investments, such as shares. So, it may surprise…

Investment

Learnings for Aussie equities investors

Lockdown measures in Australia have now been put in place, and markets have reacted as the Australian Government has responded to the crisis. For nervous holders of Aussie equities, it’s…

Investment Retirement

Holding your nerve: Why retirees fear a market plunge

The spread of coronavirus has been followed by some of the biggest plunges in share markets since the global financial crisis (GFC), both here in Australia and around the world….

Investment Superannuation & SMSF

How investment market volatility could affect your super

You may hear about investment market volatility and think it has nothing to do with you, especially if you don’t own any investments, such as shares. So, it may surprise…

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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.