Category: Tax Planning

Tax Planning

ATO puts tax cop hat on: What you can and can’t claim this tax time

The ATO is re-establishing itself as tax cop, with the office said to clamp down on overinflated work-related expenses this tax time. In 2020, around 8.5 million Aussies claimed nearly…

Budgeting Financial Planning Lifestyle Tax Planning

How are Australians planning on spending their tax savings?

Essential bills, savings accounts, Christmas gifts and exchange-traded funds appear to be the big winners from the latest round of tax cuts, new research has revealed. During the 2020 budget, it…

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 Tax Planning

How your coming tax cut could pay off

 

Over the coming weeks, around 12 million working Australians will start receiving extra cash in their pay packets as a result of changes to personal income tax brackets announced by the federal government.

 

Financial Planning General Insights Loans and Finance Tax Planning

Budget 2021 – What it means for you

This year’s Budget provides tax relief and financial assistance for many Australians, including low and middle income earners, business owners, young workers and social security recipients. We have prepared a…

Tax Planning

Special 2020 Tax Planning Bulletin

In a relatively short period of time, COVID-19 has changed many things – from the way we interact with each other to the way we do business. Whilst year end…

Financial Planning Superannuation & SMSF Tax Planning

Getting ready for End of Financial Year 2019

With the end of the 2019 approaching, we would like to draw your attention to some things worth considering as part of your year-end tax planning. As always, we are…

Financial Planning Tax Planning

Why the Government doesn’t want you to understand how franking credits work.

It’s not an accident that understanding how it all works is boring. The detail of tax is a lot like superannuation. It’s complicated and most people find it boring. The…

Financial Planning Retirement Superannuation & SMSF Tax Planning

Budget 2019/20 – Tax Cuts and a Surplus! Can it get any better?

Key points – The 2019-20 Budget “delivers” the long-awaited surplus and increased fiscal stimulus mainly via tax cuts/offsets.  – The main risk is that the revenue boost is not sustained…

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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.