Category: Retirement

Financial Planning Retirement

Many in the dark about retirement

Whether retirement is a long way into the distance, or just peeking over the horizon, recent research shows half of us aren’t sure we’ll have enough money to retire when…

Financial Planning Retirement Superannuation & SMSF

Your guide to the super guarantee and rate changes

From 1 July 2021, the contributions your employer is required to make into your super fund, under the super guarantee, will increase to 10% of your before-tax income. The super…

Retirement Superannuation & SMSF

Drawdown relief for all pensions

 

The reduced minimum pension relief that will now apply for the 2022 financial year is not restricted to account-based pensions, said a legal specialist.

 

Retirement

The “New” Government Pensions Loans Scheme – Do I Need Extra Income?

I wrote about the Pension Loans Scheme (PLS) a few years ago, but I thought it would be worthwhile to revisit the Scheme, how it operates, how it can assist either long…

Property Retirement

How an Australian mortgage trust could help meet your retirement income needs

Economists and historians will no doubt hark back to 2020 as not just the year of Covid-19 but of higher unemployment and ultra-low interest rates, of stockmarket upheaval and Australia’s…

General Insights Retirement

‘Surprising and disappointing’ lack of innovation in retirement products

Despite an ageing population, the “surprising and disappointing” lack of retirement product information is holding members back, an industry expert has revealed. In a media briefing, Zenith Investment Partners chief…

Economics Financial Planning Retirement

Aged care increases announced, but are they enough?

The government has announced more than $17 billion in assistance to the underfunded aged care sector over five years. Treasurer Josh Frydenberg has announced that his government will increase aged…

Budgeting Financial Planning Retirement Superannuation & SMSF

Budget 2021: Super changes explained

Josh Frydenberg’s latest federal budget foresees a number of important changes to Australia’s superannuation system. While some of the big super changes included in the 2021 budget are specifically targeted…

Budgeting Financial Planning Investment Retirement Superannuation & SMSF

Aged care, super and tax cuts: Experts react to the 2021 budget

The 2021 Federal Budget was unveiled last night, and — as expected — is focused on creating jobs, rebuilding the economy through investment and guaranteeing essential services. Despite fairly significant…

Financial Planning Retirement

Majority of Australians worry about their retirement

The majority of Australians believe in raising the aged pension as well as lifting the rate of superannuation to 12 per cent as they worry about having enough in retirement,…

Take The Next Step, Book an Appointment
Contact Us

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.