partners for life
Wealth Creation
Choosing a Financial Planner to Secure Your Future
May 23rd, 2016Whether you’re planning to achieve a financial goal, wanting to invest, or securing your retirement, partnering with a financial planner is a certain way to help you attain these goals. Before looking into how you choose a financial planner, you must fully understand what financial planners do and how they can help you. If you’reread more
Surprising Cap Change On After-Tax Super Contributions
May 14th, 2016While many expected certain amendments in the current after-tax (non-concessional) contribution to super with the new Federal Budget, many were taken by surprise when Treasurer Scott Morrison introduced a lifetime cap of $500,000 on after-tax contributions in the 2016-2017 Budget. “We have long advocated for a lifetime rather than annual limit for non-concessional contributions. Whatread more
Find Your Lost Super Before It’s Transferred
May 9th, 2016In 2014 the Federal Treasury reported that there are 6 million “lost” superannuation accounts holding an amount of no less than $16 billion. With a new legislation in effect (since the end of 2015), any lost super that has balances less than $4,000 and was inactive for the last 12 months, will be transferred to theread more
Positive Cashflow Properties
March 31st, 2016If you have a mortgage on your home, did you know that with certain investment property strategies, you can “Borrow yourself out of debt”? It’s true. We hear so much about Negative Gearing and Positive Gearing. Negative Gearing strategies come with negative cashflows and tax deductions on these losses. Building a property portfolio using negativeread more
8 Invaluable Skills of CFOs that SMEs Need
March 23rd, 2016Most SME business owners hesitate at the thought of hiring a CFO for their growing company, believing that only large businesses need and can afford a CFO. However, there’s lots of reasons why every business, even SMEs, need the expertise of a CFO. A CFO is a highly competent and experienced financial executive that helpsread more
6 Financial Habits of Successful People
March 17th, 20161. Live within your means Do you struggle to pay the bills each month or do you have the reassurance of a slowly rising savings account? Success is about earning more than you spend, which begins by developing an awareness of what you spend, then setting strict budgets. 2. Set small, realistic goals We’d allread more
What’s behind the market volatility?
February 1st, 2016Market volatility update Overview The Global stock markets have had a volatile start to 2016, attributed to weaker manufacturing data in China and the US, and political tension in the Middle East. As a result we have seen most markets recording losses from the start of the year with higher volatility levels. What’s behind theread more
Welcome to the 2015 Summer edition of The Count Report
December 17th, 2015In this edition of The Count Report ‘Fitness for life’ looks at the positive impact that exercise can bring no matter what stage of life you’re at, and we also have some interesting facts & figures on the back page to complement this article. In our feature article ‘Learning from experience’, we speak with aread more
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