Category: Superannuation & SMSF

Superannuation & SMSF

Your 30 June superannuation checklist

With the end of the current financial year fast approaching, time is running out if you’re planning to boost your superannuation balance before 30 June. Even depositing a small amount…

Superannuation & SMSF

How boosting your super can help you reduce your tax bill

Here’s how topping up your super can help reduce your tax bill One of the best ways to grow your super balance is to make additional concessional (pre-tax) contributions while…

Financial Planning Superannuation & SMSF

Three ways to check your super is working for you

Small changes in performance or fees can make a big difference in retirement. How often do you check in with your super? For younger Australians, the answer is likely to…

Retirement Superannuation & SMSF

Super vs property: what works for retirement income?

There is no debate that Australians love investing in property. The value of Australian residential real estate at the end of August 2024 was an estimated $10.95 trillion. Some love…

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…

Financial Planning Superannuation & SMSF

A deep dive into Australia’s superannuation system

Australia has a robust retirement savings system known as superannuation designed to provide financial security to Australians in their post-work years. But how exactly does this complex system work? This…

Financial Planning Superannuation & SMSF

It’s super hump month. Make the most of it

Six ways to get more money into your superannuation fund. The start of the 2024-25 financial year on 1 July saw some significant changes come through designed to help working…

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…

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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.