Category: Superannuation & SMSF

Financial Planning Superannuation & SMSF

Superannuation Changes from 1 July 2021

The 1 July 2021 Superannuation Changes Changes from 1 July 2021 will impact on how much money you can contribute to superannuation and how much you can have in your…

Financial Planning General Insights Superannuation & SMSF

Are bigger funds better for members?

As the march of the megafunds begins, Australia’s superannuation sector will need to seriously consider whether a merger is in their best interests. Speaking at the Association of Superannuation Funds…

Financial Planning General Insights Superannuation & SMSF

How to rebuild your super after a COVID-19 withdrawal

The Federal Government allowed Australians affected by COVID-19 to access some of their superannuation during much of 2020. For many people, the early release of super scheme was a lifesaver,…

General Insights Superannuation & SMSF

Why benchmarking will be good for super funds

 

Your Future Your Super reforms have recently resulted in strong public debate. Here's why the proposed introduction of benchmarks for super funds may help further strengthen Australia's superannuation system.

 

General Insights Retirement Superannuation & SMSF

Cost of retirement up in December quarter

 

The cost of retirement for Australians has gone up, with the increases in health insurance and domestic holiday prices, according to the Association of Superannuation Funds of Australia’s (ASFA) latest figures.

 

General Insights Superannuation & SMSF

Government targets fund expenditure, best interests in new super reforms

 

Recently released draft exposure legislation will require trustees of super funds, including SMSFs, to exercise their powers in the best financial interests of beneficiaries and require APRA-regulated funds to support their expenditures with evidence.

 

General Insights Superannuation & SMSF

Small SMSFs develop rapidly

 

The latest industry research has shown SMSFs with low balances grow to levels allowing them to become cost-efficient very quickly.

 

General Insights Superannuation & SMSF Tax Planning

Super, death, and taxes

 

An interesting finding in the federal government's Retirement Income Review report is that many Australians are dying with the majority of the wealth they had when they retired.

 

General Insights Retirement Superannuation & SMSF

Super funds have ‘a good chance’ of finishing the year in positive territory

Australian superannuation funds have crawled back the losses experienced during the COVID market crash and now have “a good chance” of finishing the calendar year in positive territory, new research has…

General Insights Superannuation & SMSF

Most SMSFs are still poorly diversified

 

Data only just released by the Australian Tax Office, detailing the asset allocations for all SMSFs in the quarter to the end of June, shows there was still a large investment weighting at that time towards cash and term deposits.

 

Take The Next Step, Book an Appointment
Contact Us

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.