Market Wrap

Each month we publish Market Wrap, a summary of the previous month’s economic highlights. Economic Overview August 2021 There was a fair amount of scrutiny on the Jackson Hole Symposium, an annual gathering of central bank policymakers, government officials, academics and financial market participants. Specifically, investors were keen to see whether Jerome Powell, Chair of the Federal Reserve, would indicate any likely changes in US central bank policy. Powell noted that…  Read more

Client Focus: View Bank Homes

View Bank Homes is a family owned and operated business delivering architecturally designed homes in the communities of Melbourne’s North. Having started as a humble small business View Bank Homes has grown over thirty years to become one of Australia’s most trusted boutique residential property developers. View Bank focuses on building homes in close proximity to amenities, public transport and schools in both well-established and up-and-coming suburbs. They aim to…  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

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