Category: Superannuation & SMSF

Superannuation & SMSF

The lost super pile keeps growing

There’s almost $18 billion of unclaimed superannuation. Here’s how to find it. When it comes to accumulated retirement savings, many Australians have a strong fear of running out of money…

Retirement Superannuation & SMSF

Is your trust set up correctly?

You’ve probably heard that most wealthy people own nothing in their own names, but control everything through structures such as a trust. If Australia’s richest people use trusts, maybe it’s…

Superannuation & SMSF

10 BIG Benefits of setting up an SMSF or a Family SMSF

There are more than 600,000 self-managed super funds (SMSFs) in Australia controlling more than $700 billion – so on average each fund holds more than $1.2 million – and many…

Retirement Superannuation & SMSF

How to end the financial year on a high note

As the financial year draws to a close, it’s the perfect time to review your financial affairs and set the stage for a successful new financial year. By taking care…

Retirement Superannuation & SMSF

Who will pay for your retirement?

With an aging population and ever-decreasing government resources, Australians are looking at being less reliant on the social security safety net and planning personal strategies to give themselves comfortable financial security…

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…

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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.