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Investment strategies to beat the
tax man
Tax time is just around the corner. No one
likes paying taxes, but the good news is that by
implementing simple investment strategies before 30 June,
you can minimise your tax bill this financial year.
Business Owners: Lease and save
tax!
Trevor Hall and his staff at Thangool
Computer Service are often out on the road, servicing
computers for their clients. When they needed new business
vehicles to increase their service standards, Trevor went to
see his Count adviser for a solution.
An investment strategy to go the
distance!
As a marathon runner, Scott Westcott is in
the habit of going the distance - not only for his sport,
but also for his finances…
‘Alternative’ investments – the
road less travelled
They’re not your average investment and
perhaps not your first port of call, but ‘going alternative’
can offer key benefits to your investment portfolio…
Managed Funds or Direct Shares?
See our table of comparison outlining the
pros and cons of each type of investment. For those who want
something in between, a Managed Account may offer another
solution...
Managing Director’s report: Is
it time to tighten your belt?
Many experts are now telling us that our
love affair with borrowing is not good for Australians or
the economy in the long term. Household savings are now at
an all-time low, to the extent that we are spending much
more than we earn.
Your 2005 tax return checklist
Keep track of your financial statements to
ensure you get the most from your tax return.
View your portfolio
online or signup
today!
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If you would like to discuss or
review your
Statement of Advice (financial plan):
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Call Saward Dawson Financial Services on
03 9894
2500
Visit us online at
www.youraccountant.com.au
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New to financial planning?
Call Saward
Dawson Financial Services on
03 9894 2500 today for a FREE,
no-obligation discussion about how we can help you achieve
your dreams.
This free
introduction will not include specific financial planning
advice or a Statement of Advice (financial plan). It will help
you decide whether the services we offer are right for your
needs.
Note: This free discussion only includes
financial planning services.
Saward Dawson Financial
Services
Member of Count Financial Limited
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and Count Wealth Accountants® are trading names of Count
Financial Limited, ABN 19 001 974 625, AFS Licence No. 227232.
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