Financial Planning

July 11, 2017

If you haven’t figured out your lifestyle goals for the future, your financial strategy is like a journey without a destination. When you’re creating a financial plan, it’s tempting to focus purely on the money aspect – for example, how...

April 24, 2017

If you're thinking of setting up a self-managed super fund (SMSF), there are lots of things you need to consider first... Full article

February 21, 2017

Your child’s education is an important investment in their future. Getting it right takes careful planning, which means you need a true understanding of the costs involved. As every parent knows, a quality education is one of the most important...

January 13, 2017

Investment bonds can provide you with a simple, tax-effective, long term investment. They are also known as insurance bonds, and are ‘tax-paid’ life policy investments. This means the life company pays the tax on the investment earnings, making them...

December 8, 2016

What is an Exchange Traded Funds An Exchange Traded Fund (ETF) is an investment fund traded on stock exchanges, much like shares. An ETF can hold assets such as shares, commodities or bonds. ETFs usually track the performance of an...

December 7, 2016

A report titled "Overdue: Time for Action on Unpaid Super" has been prepared by Phil Gallagher (Former director of Treasury’s retirement income modelling taskforce) on behalf of Industry Super Australia showing that 30% of entitled employees did not receive...

December 2, 2016

Investing shares A shareholding is part ownership of a listed company. The shareholder receives dividends or income from their share investment and the company is able to raise valuable equity capital to fund its growth and operations. The shares can...

November 21, 2016

There are many types of investment vehicles to choose from, with managed funds one of the most popular choices in Australia. Here are some of the reasons for investing in managed funds. What is a managed fund? Managed funds pool the...

November 11, 2016

Donald Trump will be the 45th President of the United States of America. This surprising election result has unsettled markets across the world. Count Financial Limited have prepared a market watch article summarising Trump's policy priorities and giving some insight...