Count Report: Issue 82
 

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!

If you would like to discuss or review your
Statement of Advice (financial plan):

Call Saward Dawson Financial Services on 03 9894 2500
Visit us online at www.youraccountant.com.au

 

Saward Dawson Financial Services
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© 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.

November 2005

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