|
Make your tax refund work for
you
A tax refund can be great
and may even come as a surprise, but the money might be
quickly spent before it has a chance to be put to good use.
This year, instead of spending your tax refund, why not make
it work for you?…
Get into gear
Using your tax refund to 'gear' is one way
to grow your investment portfolio, while keeping it tax
effective. Gearing, or borrowing to invest, allows you to
borrow against your own capital, to increase your investment
and potentially maximise your returns.
Does your portfolio need
reviewing?
Should you bother with an
investment review? Marriage, divorce, starting a family,
retirement, taking on a mortgage, or starting a new job can
impact the suitability of your financial plan…
Australian sharemarkets - Are
your expectations realistic?
Since
the beginning of 2004, the Australian sharemarket has
produced exceptional returns for investors. But recent
volatility has left many investors asking whether it is time
to withdraw and invest elsewhere…
Something fishy: KIPPERS impact
retirement savings
'KIPPERS' - Kids in Parents' Pockets Eroding retirement
Savings - foreshadow a vulnerable retirement for the parents
involved…
Chairman's Report
Wealth accumulation made easy…
Limited Government super offer -
a one million dollar opportunity
If
you're eligible, you may be able to make an after-tax
contribution to your super fund of up to $1 million -
without adverse tax implications, but only for a very
limited time…
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
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. | 
