Category: Superannuation & SMSF

Financial Planning General Insights Superannuation & SMSF

Why your super fund must diversify from climate change risks

Superannuation funds are being warned that they are legally required to understand and manage the financial risk posed by climate change, two industry experts have revealed. In the latest update…

Financial Planning General Insights Superannuation & SMSF

Government announces overhaul of super performance test

The government has announced an overhaul of the superannuation performance test to capture admin fees and to provide certainty to funds looking to invest in domestic infrastructure and unlisted property….

Financial Planning Retirement Superannuation & SMSF

Does Australia need a Medicare-style levy to fund aged care?

The government is being urged to consider a 1 per cent aged care levy to help pay for the underfunded sector following the release of the aged care royal commission findings. …

Financial Planning General Insights Superannuation & SMSF

Super funds set sights on double-digit returns

Superannuation funds have continued their “astonishing” COVID bounceback and are now likely to finish the 2021 financial year with double-digit growth, an industry expert has revealed. Stats released by Chant…

Financial Planning General Insights Superannuation & SMSF

How to rebuild your super balance post-pandemic

Australians who accessed their superannuation early are being urged to kickstart rebuilding their balances as the economy recovers from its first recession in three decades. Research released by Colonial First…

Financial Planning General Insights Superannuation & SMSF

What to consider before you apply for early access to Super

The Government has allowed eligible people to access up to $20,000 from their super as a result of the Coronavirus crisis (a maximum of $10,000 in each of the 2019-20…

General Insights Superannuation & SMSF

‘Home ownership is more important than super’: Senator claims

Senator Andrew Bragg is pushing for the adoption of a policy enabling Aussies access to their super for home ownership purposes. Arguing that “super has damaged home ownership”, Senator Bragg…

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…

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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.