Category: Superannuation & SMSF

Superannuation & SMSF

The superannuation changes from 1 July

The super changes on the way from the start of the 2024-25 financial year. A number of superannuation changes will come into effect from 1 July 2024 that are designed…

Superannuation & SMSF

Understand what you are paying in Superannuation fees

Most of us are pretty savvy consumers in Australia – comparing petrol prices and energy costs is the norm, and many shop around for a good deal on mortgage rates….

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…

Superannuation & SMSF

Three things to consider when switching your super

Understanding how your super works and ensuring you get the most from your fund are essential to achieve the retirement lifestyle you envision.  Three things to consider when switching your…

Superannuation & SMSF

ATO warns SMSFs over early access schemes

The regulator has become concerned over unscrupulous promoters.  There are many good reasons to set up a self-managed super fund (SMSF), but getting early access to your super is not…

Superannuation & SMSF

The top 3 mistakes people make with their super

Superannuation is one of the most effective wealth creation tools in Australia today. The taxation benefits of voluntary contributions into your superannuation are well-known, as is the ability to access…

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 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…

Retirement Superannuation & SMSF

How will you use your super?

We spend decades watching our super balances grow but for those thinking about retirement in the next few years, it can be confusing to work out how best to use…

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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.