Wealth Insights

Keeping you up to date with topical information on financial planning and strategies, as well as Centra's upcoming events, workshops and seminars.
Financial Planning General Insights

‘But how will we pay for this?’

 

It's a natural question about global policymakers' multitrillion-dollar efforts to prop up economies and markets against the monumental threat of the COVID-19 pandemic. And the question has understandably taken a back seat to confronting immediate health and welfare challenges.

 

Covid-19 Help General Insights

Protect yourself from COVID-19 related scams

Aside from the shutdowns, job losses and restrictions, there’s been another worrying element to the COVID-19 (coronavirus) pandemic – scammers are zeroing in on the changes to our financial interactions…

Property Superannuation & SMSF

SMSFs urged to review leases before granting rent relief

 

SMSF clients planning to provide rent reductions to tenants should review the lease agreement to ensure the provision of rent relief won’t result in a breach of the lease, says an industry lawyer.

 

Financial Planning General Insights

ATO busts tax time 2020 myths

 

The ATO has issued a list of tax-time myths, warning taxpayers that get-rich-quick schemes will only slow down returns.

 

Financial Planning Retirement

Australians remain pessimistic about retirement outlook

Australians are no longer confident of a comfortable retirement despite the impact of COVID-19 expected to be short-lived, new research finds. Survey results from State Street have found that 42 per…

Loans and Finance

Take advantage of record-low interest rate, brokers advise

A mortgage is a household’s biggest expense, yet many households simply set and forget their interest rate, which is costing them thousands, two advisers have explained. In conversation with nestegg,…

Investment Property

Familiar pattern emerges as property market rocked by second wave

Melbourne buyers and sellers are both worried about the second wave, with auction cancellations and clearance rates shifting downwards, new figures have revealed. The six-week lockdown imposed in metropolitan Melbourne…

Financial Planning Superannuation & SMSF

New financial year to bring new rules for super

 

As the 2019–20 financial year draws to a close, a technical expert has highlighted some of the new rules commencing for super funds for the 2020–21 financial year.

 

Financial Planning

Here’s how Gen Z is changing the finance game

Generation Zers – those born between 1995 and 2012 – are leading the way when it comes to money responsibility and a more flexible view of finance, according to new…

General Insights

Extra Tools & Resources for our clients.

 

Over time we have supplied our clients with a growing collection of tools and resources to help in areas such as COVID-19 relief updates, articles on tax changes and updates, articles to help understand economic changes, calculators for all financial needs, and videos to help you and your family learn more about financial matters.  We hope you enjoy these 'extras' and if you have any question then simply ask. *

 

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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.