Market Wrap

Each month we publish Market Wrap, a summary of the previous month’s economic highlights. Economic Overview May 2021 Overall news flow remained supportive of risk assets including equities and credit and enabled most major share markets to make positive progress. Technology stocks tended to underperform, drifting lower from recent all-time highs. The technology-heavy NASDAQ in the US closed the month lower. Bond yields were little changed in key regions, meaning returns…  Read more

Now & Next latest edition

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… As the new financial year dawns, it’s an important time to think about your financial situation and some of the opportunities that are on the horizon. We can work with you…  Read more

5 Steps to Early Retirement

For some people, early retirement is a choice. For others, it’s a necessity. Regardless of which group you fall into, there are some steps you can take to help make early retirement a reality and live the life you dream about. 1. Know your goals Before you know exactly how much money you need to save, you need to know your goals for retirement. Do you want to live in…  Read more

Excellence in Education Award

We are delighted and very proud to share that Tracee Pang, O’Brien Financial Advisor, has been announced as the winner of the Count Financial Excellence in Education Award. In congratulating Tracee, Nellie Fung, O’Brien Director and head of Financial Planning, commented; “Tracee is a top quality financial planning team member who has helped us exceed compliance requirements and deliver high quality client service since she joined our firm in 2019.…  Read more

What you need to do before you retire

If you haven’t given any thought to what your retirement will look like, now’s a great time to start. It might not be the most fun thing to think about—not when there are vacations to plan or houses to buy—but retirement planning is a vital part of your overall financial plan. Most people dream about the day they no longer have to work. They dream of having a leisurely coffee…  Read more

SMSF Trustee Update Webinar recording

With the ATO’s renewed focus on self managed superannuation fund compliance it is important that SMSF trustees understand their obligations and responsibilities. In this webinar we discuss three key focus areas: Auditor Independence Investment Strategies Trustee Responsibilities We also share with you our solutions to assist trustees in meeting compliance obligations. Presented by Glenn Middleton, Senior Accountant and SMSF specialist, this is an important update for SMSF trustees. Download webinar…  Read more

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