Category: Superannuation & SMSF

Retirement Superannuation & SMSF

How much super is enough?

Most of us dream of the day we can stop working and start ticking off our bucket list. Whether you dream of cruising Alaska, watching the sun rise over Uluru,…

Superannuation & SMSF

5 tips to boost your super over summer

Just a few minutes of effort now could pay off significantly in the long run. With many Aussies enjoying a well-deserved break or easing back into work as the new…

Superannuation & SMSF

Super sector issues pre-election wishlist

Super sector advocates have called on Australia’s major parties to commit to more targeted reforms in the sector. Industry Super Australia (ISA) has urged policymakers looking to tinker with Australia’s…

Retirement Superannuation & SMSF

How much is enough to retire?

If life was more straightforward and predictable, we could all pluck figures from optimistic calculations and hope they delivered a ‘comfortable retirement.’ But by the time you get to the…

Superannuation & SMSF

Is an SMSF right for you?

As anyone who has joined the weekend crowd at Bunnings knows, Australians love DIY. And that same can-do spirit helps explain why 1.1 million Aussies choose to take control of…

Financial Planning Superannuation & SMSF

Spotlight on super performance

Superannuation has provided most fund members with stellar returns since last year’s COVID lows. As always though, some funds performed better than others and recent government reforms make it easier…

Financial Planning Superannuation & SMSF

SMSFs on the rise among Gen X and Z

Self-managed super funds have a lot to offer younger Australians looking for greater control over their financial future.  Growing awareness of what self-managed super funds (SMSFs) can offer is catching…

Financial Planning Investment Retirement Superannuation & SMSF

Why it will now cost more to retire

The cost of retiring just increased, with surging fuel costs and the rising price of food and healthcare negatively impacting a retiree’s bottom line. According to the latest figures by…

Financial Planning Superannuation & SMSF

What you need to know before moving your shares into your super

Cash isn’t the only way to contribute to your super, but there are critical details you’ll want to keep in mind before you start messing with in-specie contributions. Moving your…

Financial Planning Superannuation & SMSF

All you need to know about Super Contributions

There are a number of ways to make or receive contributions to your super account. Let us count the ways and help you work out the best fit for you….

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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.