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TAP into a new retirement
Since their introduction in 2004, Term Allocated Pensions (TAPs)
have provided retirees key benefits, potentially enabling
them to increase their Age Pension entitlements and minimise
their tax liability. Proposed Government changes from 1
January 2006 could make TAPs even more attractive…
Plan today for a super tomorrow
With only 10 years left until retirement, Peter Farley was
beginning to worry about his financial future. Now
comfortably retired, Peter is glad he sought advice when he
did and thanks his Count advisers for securing a trouble
free retirement…
Simple tax-effective investing
Are your investments making money, or
are your returns being diminished by taxes? Target the right
investments to enjoy a larger after-tax return on your
investments! …
How do your returns shape up?
Compared your investments to a benchmark and not getting the
results you expect? Read on to discover what makes a
suitable benchmark…
Life insured, family assured
Recent research has found that 60% of families with
dependent children do not have adequate Life Insurance to
care for their loved ones for more than one year if they
were to die. …
Managing Director's Report:
Cutting up credit card debt
House prices have begun to fall in some States, which has
led to a decreased demand for home loans. In turn, this has
prompted lenders to look elsewhere for business - to credit
card lending…
Giving back to the community
What gift do you give a family member this festive season?
The ones who have everything! Why not consider donating to a
charity on their behalf…
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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Saward Dawson Financial
Services Member of Count Financial Limited
We don't spam. © Copyright 2004 'Count'
and Count Wealth Accountants® are trading names of Count
Financial Limited, ABN 19 001 974 625, AFS Licence No. 227232.
All Rights Reserved. |