Category: Retirement

Retirement

Transitioning into retirement: What you should know

If you’re close to retirement, chances are you’ve already spent time thinking about how to tap into your superannuation when you retire. Broadly speaking, you have a few options when…

Retirement

Navigating the new norm: Australia’s evolving retirement age

The landscape of retirement in Australia is shifting. Thanks to COVID-19, many Australians postponed their transition into their golden years. Recent figures, however, are indicating a significant trend: we’ve possibly…

Retirement Superannuation & SMSF

Super balances by age: How your super balance compares to others

Whatever age you are or the point of your career you’re at, it’s important to know how much is in your superannuation. After all, the more you can contribute to your…

Retirement

Life in retirement keeps getting more expensive

The latest rise in the Age Pension rate still falls short of what many people may need to have a modest lifestyle in retirement. Around 2.58 million Australians received a…

Retirement

Plan to make super catch-ups, if you can

Here’s a super free kick that’s there for the taking. There aren’t too many free kicks when it comes to superannuation. But there’s a free kick on offer to many…

Retirement

Picking your retirement point

Moving into pension mode is a big decision. Here’s some options and considerations.  One of the hardest decisions for many people – excluding those who want to keep on working…

Retirement Superannuation & SMSF

11 benefits of running your own super fund

There are changes aplenty in the superannuation space at present, but some things have stayed the same. One of which is that there are still multiple benefits to running your…

Retirement

Planning financially for a career break

A pause in super contributions can have long-lasting effects. Here’s how to plan ahead for super breaks. There’s a host of reasons why people take career breaks. Having and raising…

Retirement Superannuation & SMSF

How to shift into pension mode

When and how you can access your super to start an account-based pension. If our working years can be regarded as the time when we aim to build up our…

Retirement Superannuation & SMSF

Clock is ticking on a super free kick

With ample time left before 30 June, now could be a good time to catch up on super. The early part of each year is often a good time to…

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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.