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A super revolution
In May this year, the Federal Budget proposed numerous
changes to superannuation. While most of these laws are yet
to pass parliament, if they go ahead they are set to
simplify the system and make superannuation highly
attractive as a retirement savings vehicle…
Testamentary trusts
Concerned that your estate will be eaten by taxes instead of
going to your loved ones? Will your relatives face large
capital gains if they inherit your property or assets? Here
we look at a tax-effective vehicle to distribute your
assets…
Reversal of fortunes - The facts
behind Reverse Mortgages
Reverse Mortgages are a type of loan whereby you can release
the equity in your home to convert to cash or income. The
lending institution lends you a portion of the house value
but the interest and repayments are generally not paid until
you leave the residence, sell the home, or pass away…
The right time for financial
advice
There is a common misconception amongst young people that
they need to be established and earning a significant amount
of money before they can justify seeing a financial adviser.
The truth is - you're never too young to get value from
seeking advice…
Managing Director's Report
The Budget's long-term impact…
Business seminar - A business
passion meets sound wealth management
As a business owner you're busy running a business. Do you
ever wonder if it's all worth it? Are you on the right track
with your personal wealth?
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. | 
