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Welcome to the Winter Edition of The Count Report

June 2015

In this edition of the Count Report, our feature article, ‘Drive your wealth strategy this EOFY’, looks at nine simple but effective ways to fine tune your strategy before June 30.

A common question that I often hear clients ask is whether to hold personal insurance inside or outside super. Getting it right can be beneficial in many ways and in this edition, ‘Choosing to insure inside or outside super’ compares the issues and the benefits for each option.

And if you enjoy using technology to manage your finances, we also explore four useful apps that can help you monitor your spending.

Finally, our back page ‘Facts & figures’ has an interesting comparison of tax statistics between now and a century ago.

I hope you enjoy reading this edition of The Count Report.

Remember, if you would like to understand more about how any of these topics may impact your financial situation. please do not hesitate to contact us.

written by:

McKinley Plowman