Each month we publish Market Wrap, a summary of the previous month’s local and international economic highlights. Economic and Market Overview With inflation at 40-year highs in the US and UK and at a 60-year high in Europe, central bank policy remained front and centre of attention globally. The ongoing war in Ukraine and further upward pressure on energy prices also cast a shadow over markets. Risk assets continued to… Read more
Many investors become concerned when volatility occurs in global financial markets – particularly about the impact on their superannuation and other investments. In times like these, it is important to understand the causes of market movements and how to minimise your risk. With extreme market fluctuations occurring over the past week, it is understandable that you may be feeling anxious around the short-term impacts on your investment portfolio. Our market… Read more
With tax season almost upon us the Australian Taxation Office (ATO) has revealed its four areas of focus this tax season. Record-keeping Work-related expenses Rental property income and deductions, and Capital gains from crypto assets, property, and shares. Plus a refocus on business tax debt collection following the pandemic. We work through all of this in our Tax Time Targets download which also includes a overview of what we can… Read more
If putting together your estate plan isn’t at the top of your priority list, you’re not alone. It’s something that people typically don’t want to do–for a variety of reasons. It’s not fun to think about what happens after we’re gone, and we often believe we have a lot of time to get our affairs in order. No matter how large or small your estate is, you need a plan… Read more
Now & Next, the quarterly newsletter published by Count Financial, is designed to give you valuable insights into a range of different topics affecting your financial situation – both now and in the future. Welcome to the Winter edition… Stories include: 5 ways to avoid a tree change mistake. Moving to a regional area is a great way to spread out and take a breath of fresh air. Yet the… Read more
As we approach the end of the financial year, there are a number of smart strategies you could consider to help you streamline your finances and legitimately reduce your tax liability. Our team has prepared a detailed guide to assist you in ensuring you can tick off all the strategies relevant to you. You will find information for: Individuals insurance premiums work-related expenses investments – prepay loan interest, deduction for… Read more