Financial Planning
Investing shares A shareholding is part ownership of a listed company. The shareholder receives dividends or income from their share investment and the company is able to raise valuable equity capital to fund its growth and operations. The shares can...
There are many types of investment vehicles to choose from, with managed funds one of the most popular choices in Australia. Here are some of the reasons for investing in managed funds. What is a managed fund? Managed funds pool the...
Donald Trump will be the 45th President of the United States of America. This surprising election result has unsettled markets across the world. Count Financial Limited have prepared a market watch article summarising Trump's policy priorities and giving some insight...
Are you a woman who would like to grow your wealth and save for the future? Do you sometimes feel that it’s impossible to get ahead? If that sounds like you these could be some of the reasons why. Read...
Criteria for borrowing within an SMSF For the trustee of an SMSF to be permitted to borrow for investment purposes the borrowing must be set up under an arrangement that satisfies certain criteria. These include that: The loan is used to...
Many investors borrow to invest. But did you know that Self-Managed Superannuation Funds (SMSFs) are also a vehicle to borrow for investment purposes? This means that your SMSF can borrow to acquire assets that it may not otherwise be...
Let’s look at how it works – a case study David has a portfolio of direct shares in his own name: Some of the shares have increased in value during the period he has owned them, and others have decreased in...
Many investors have a personal share portfolio. When it comes to your SMSF, did you know that you can contribute more than simply cash? You are also able to contribute listed shares. What are the advantages of transferring personal shares...
Economic outlook Changes to the official cash rate are based on the outlook for economic growth and inflation. The RBA uses a number of economic indicators such as employment, investment spend, consumer and business confidence and the housing market to...