Category: Superannuation & SMSF

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…

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…

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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.