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

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

Victorian State Budget 2021-22

Victorian Treasurer, Tim Pallas, handed down the State budget on Thursday 20 May, which included a raft of tax changes that will impact a number of Victorian businesses. Payroll Tax Increase in the payroll tax threshold An increase in the tax-free threshold for payroll tax from $650,000 to $700,000 will be brought forward to 1 July 2021.  The Victorian Government estimates that approximately 500 businesses will no longer be liable…  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

Announcement: Damian O’Donnell appointed Director

The Principals at O’Brien Accountants & Advisors are pleased to announce the appointment of Damian O’Donnell as a Director following the successful merge with local East Ivanhoe practice, Hillard O’Donnell, late last year. The Board resolved to appoint Damian as Director at a recent Board meeting. The appointment of Damian and welcoming of the Hillard O’Donnell team enhances the expertise, depth of knowledge and specialist skills within the firm and…  Read more

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