Downsizing requires holistic tax planning

March 31, 2018

Senior couple moving their belongings from a big family house into a smaller home, EPS 8 vector illustration

Centra Wealth is a Practice Member of the AIOFP, an association representing financial services businesses that are not owned or affiliated with Financial Institutions. Although our business is privately-owned, we are not able to refer to ourselves as "Independent" under S923A of the Corporations Act due to the fact that we accept commissions from Risk product providers.

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CENTRA WEALTH PTY LTD (ABN 39 158 802 450) holds an Australian Financial Services License (#422704) issued to it by ASIC. CENTRA FINANCIAL PTY LTD (ABN 57 638 476 954) is a Corporate Authorised Representative (#1279906) of CENTRA WEALTH PTY LTD.  It trades as CENTRA WEALTH MANAGEMENT, CENTRA PRIVATE WEALTH and CENTRA WEALTH ACADEMY.  CENTRA MONEY Pty Ltd (ABN 96 167 497 305) is a Credit Representative (#452523) of BLSSA Pty Ltd ACN 117 651 760 (Australian Credit License 391237) and trades as CENTRA MONEY. Collectively the above are known as the CENTRA WEALTH GROUP, a business name of CENTRA FINANCIAL PTY LTD.

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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.
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