Category: Superannuation & SMSF

Investment Superannuation & SMSF

Related-party property development concerns — Part 1

In the first article of a four-part series on SMSFs and property development, I focus on related-party leases and how to keep them compliant.

Investment Superannuation & SMSF

SMSF liquidity lessons learnt from the pandemic

Sometimes it is true that you don't know what you've got.  ​Till it's gone.  Music aficionados will recognise that line from Joni Mitchell's 1970s hit Big Yellow Taxi.

Retirement Superannuation & SMSF

Retirement income framework deferred due to COVID-19

The government’s introduction of the Retirement Income Covenant scheduled to start on 1 July has been deferred to allow continued consultation and legislative drafting to take place following the coronavirus crisis.

Investment Superannuation & SMSF

How early super withdrawals add up

The coronavirus pandemic is having profound effects on Australian families, communities, businesses, the financial markets and the global economy.

Superannuation & SMSF

EOFY Superannuation tips

Superannuation contributions are a valuable tool for building tax-effective wealth. Most contribution plans should be executed by June 30, a critical timeslot in any financial calendar. Now that the COVID-19…

Superannuation & SMSF

Consumer satisfaction up for SMSFs, down for industry funds

New data from Roy Morgan has shown self-managed superannuation and public sector funds both increased their customer satisfaction rates in March, despite significant market upheaval, but their industry and retail counterparts were not so lucky.

Financial Planning Superannuation & SMSF

Superannuation for younger investors

The Australian superannuation industry has been in the headlines almost every day in the past few weeks, with the Federal Government predicting that as many as 1.7 million people will look to access their superannuation early as part of COVID-19 relief measures.

Investment Superannuation & SMSF

How investment market volatility could affect your super

You may hear about investment market volatility and think it has nothing to do with you, especially if you don’t own any investments, such as shares. So, it may surprise…

General Insights Superannuation & SMSF

SMSFs in the ATO firing line

Is your self-managed super fund fully compliant with the regulations governing the operation of private funds?

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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.