Category: Retirement

Financial Planning Retirement

‘Most retirees die with the bulk of their wealth intact’: Key findings from super review

Australians could draw down more on their superannuation balances, as well as access the equity in their home upon retirement, instead of sacrificing today’s wealth through increasing the superannuation guarantee,…

Financial Planning General Insights Retirement

Proposed super reforms set to add $50k to your retirement

The government is being urged to ignore the “self-interest” of the superannuation funds and pass the Your Future, Your Super reforms to help members pocket an extra $50,000 in retirement….

Financial Planning Retirement

A retirement income rethink

Given the current investment outlook, we explain why income focused retirees need to rethink how to earn enough income to meet their spending goals. What are your plans for your…

Financial Planning Retirement

3 golden rules that make saving for retirement easier

If you’ve thought about how much money you need to save so you can retire comfortably, it might feel a little daunting. Maybe so much so, you’d rather not think…

General Insights Retirement

Planning for healthcare costs in retirement

We all hope that when we retire we’ll have the time to focus on being as healthy as possible. But unexpected issues and illnesses arise, with recent researchi estimating that an…

Financial Planning General Insights Retirement

Transfer balance cap set to increase to $1.7 million

The amount of super savings that can be transferred into a retirement pension (whether you have one or more than one) will increase from $1.6 million to $1.7 million on…

General Insights Retirement Superannuation & SMSF

Cost of retirement up in December quarter


The cost of retirement for Australians has gone up, with the increases in health insurance and domestic holiday prices, according to the Association of Superannuation Funds of Australia’s (ASFA) latest figures.


General Insights Retirement

Can you buy a retirement property using your SMSF?

While it may seem advantageous to purchase a retirement property through an SMSF, SMSF clients need to be very careful that these types of transactions don’t breach the sole purpose…


Age pension to remain but doubts loom over super increase

Treasurer Josh Frydenberg has given the clearest sign yet that the government may freeze the currently legislated superannuation boost, but declared fears of the pension being phased out are “unfounded”….

General Insights Retirement

Why some Millennials are struggling to save for retirement

Millennials are struggling to save for retirement as they face challenges that are different from other generations. What are these reasons? To the youngest working generation, retirement seems like a distant chapter…

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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.