Category: Retirement


Nearing retirement? 7 steps to take before you leave work

You're so close. You were diligent in making additional contributions to your super when it made sense and have saved enough in your fund of choice.

Retirement Superannuation & SMSF

Grow your super in the new year

Making an extra voluntary contribution now might improve your lifestyle once you retire. A new year’s as good a time as any to make plans. How about a gift to…


Retire on your own terms and not the market’s

One of the biggest retirement challenges is ensuring that the savings accumulated during your working years lasts as long as you do.


The retirement surprise we hadn’t really planned on

Naturally, once you retire from work the days of the week no longer hold the same importance as they did before, when ‘TGIF’ was the catchphrase on most people’s lips…

Financial Planning Retirement

Rebooting for retirement

As retirement comes into view, it’s time to imagine a new you for the post-work age. You remember your first day at school, your first job, your first home. And…


Review queries retirement system understanding

The Retirement Income Review questioned if consumers understand the end purpose of the retirement system and if more needs to be done to make it clearer.


Retirement planning in 15 minutes a day

There are few things in today's world as certain as this. Ask anyone how they are and the answer you're likely to get is “I'm good. Busy. How are you?”

Financial Planning Retirement

3 factors affecting retirement income

High life expectancy and low interest rates may make it harder for some retirees to live long and prosper.  Here we look at three elements from an AMP Capital Investors…

Retirement Superannuation & SMSF

Downsizer contributions offer more than meets the eye

Retiree clients looking to sell their property can often contribute more to their SMSF than expected through the government’s recently introduced downsizer contribution rules, due to the flexibility to split contributions between spouses and use them in conjunction with other contribution rules, according to Fitzpatricks Private Wealth.


Downsize the home, upsize the super

From 1 July 2018, if age 65 or older and satisfy the eligibility requirements, you may be able to make a downsizer contribution into super of up to $300,000 from…

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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.