Your Financial Action Plan
I wanted to talk about my new course on creating wealth. The aim is to build a practical financial education course. I was concerned that several of the existing financial self-help courses depend solely on chasing the lowest cost solutions. That is not…
SMSF Adviser: Budgeting in rising inflation necessary for SMSFs
This article by Keeli Cambourne was published in the SMSF Adviser on 30th March 2023. Rising inflation must be taken into account when trustees are establishing an SMSF, says a leading financial educator. Andrew Zbik, senior financial adviser with Creation Wealth, said budgeting…
Canstar: What Is The SIS Act?
Andrew Zbik wrote this article for Canstar on 28th September 2021 Australia has the fifth-largest pool of retirement savings in the world. These retirement savings are held within the superannuation system, which is largely governed by the Superannuation Industry (Supervision) Act (the SIS…
The Australian: How much superannuation has boosted your savings this year
A record-breaking sharemarket has delivered a $10,000-plus superannuation boost for many Australians aged over 40, and almost twice that for over-50s.
SelfManagedSuper: Shares can be turned into contributions
This article by Tia Thomas appeared in Self-Managed Super Magazine on 26th August 2021 SMSF investors wanting to make a contribution to their fund can use shares as an in-specie transfer, but have been advised to consider the impact on their tax and…
NestEgg: 7 of the most puzzling super fees explained
This article by Cameron Micallef was published on NestEgg on 6th August 2021. The average worker can boost their retirement savings by massive amounts by simply reducing the fees they are paying over their working life. A study previously released by the Productivity…
Make the most of Super Strategies before 30 June 2021
By Andrew Zbik In the world of Superannuation, a few key changes have taken place over the last month that will impact Superannuation strategies in the lead up to 30th June 2021 and beyond: Increase in concessional contributions cap after 1st July 2021.…
May 2021: Investment and Superannuation Update
This month we discuss: Strategies for investment portfolios given local and global share markets are pushing record highs Pending superannuation changes including an increase in the concessional and non-concessional contributions caps after 1st July 2021
April 2021: Investment and Superannuation Update
Watch our investment and superannuation update for April 2021. GENERAL ADVICE WARNING: In preparing any advice in this video, Finans Pty Ltd trading at CreationWealth has not taken into account any particular persons objectives, financial situation or needs. You should, before acting on…
The Australian: Wage growth set to push important changes in superannuation into place
This article written by James Kirby appeared in The Australian on 24th February 2021 The latest wage inflation figures, which are twice as strong as the market expected, effectively put important changes in superannuation on track for later this year. Combined with stronger figures…