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Wealth Creation
NSW Senator on underwriting at the time of claim: “a serious problem”
March 27th, 2017NSW National Party Senator, John Williams, who appeared before the Financial Services Council committee earlier this month, called underwriting at a time of claim “a serious problem”. “I think that is a really serious problem when families take out their direct insurance thinking that the family is covered.” said the statesman. His statement echoes the sameread more
The Count Report Autumn 2017 Edition
February 24th, 2017In this 2017 Autumn edition of The Count Report, ‘What is? Investment terms explained’ looks at a few key terms that every investor should know, especially when you want to learn more but may not know where to begin. ‘Seven ways to get more out of retirement’ looks at how leaving the workforce is justread more
Increase Contributions at Lower Class 2 Rates to Maximise Your UK Pension
February 16th, 2017If you have ever worked in the UK then you will have paid National Insurance contributions. These contributions are paid by workers and employers towards the cost of certain state benefits, one of which is the State Pension. When you left the UK you may have filed away a letter from HMRC which confirmed howread more
5 Steps in creating a personal budget that works
February 12th, 2017One of the most important foundations to Financial Success is getting control over your finances to pay down debt faster, and/or accelerate your savings capacity. The first and most vital step towards this is creating a personal budget. A budget allows you to gain visibility with money in (income) and money out (expenses) and makeread more
What’s your New Year’s resolution going to be?
December 13th, 2016Another year is coming to an end as we head full throttle into the festive season, which will be sure to test our waistlines and our purse strings! It’s the time of year where we start to ramp up the social calendar, take a family trip and shop for those planned (and unplanned) gifts. Christmasread more
Changes to super rules mean planning is essential
December 12th, 2016Recent changes to superannuation legislation have raised some interesting points and highlighted that planning is key. Ian Gath, McKinley Plowman’s superannuation specialist explains how these changes may affect you. New pension rules From 1 July 2017, tax exemptions on super income streams are limited to pension balances of $1.6m for each tax payer. This meansread more
Welcome to the Summer edition of The Count Report
November 21st, 2016This edition of The Count Report, ‘Make Today Count’ looks at your financial strategy. While it should be something you invest in for the long term, we suggest some small things you can do each day to help you achieve your goals sooner. We also look at recently proposed changes to super and tax rules andread more
The US Presidential Election Results and Global Financial Markets
November 11th, 2016On Tuesday, 8 November 2016 (9 November in Australia), Republican Party candidate Donald Trump was elected America’s 45th president. This was a surprising result to many as the polls leading up to the election were predicting a Democratic Party (Hillary Clinton) victory. You may have read that the result is affecting global markets, and youread more
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