Financial Planning

December 8, 2016

What is an Exchange Traded Funds An Exchange Traded Fund (ETF) is an investment fund traded on stock exchanges, much like shares. An ETF can hold assets such as shares, commodities or bonds. ETFs usually track the performance of an...

December 7, 2016

A report titled "Overdue: Time for Action on Unpaid Super" has been prepared by Phil Gallagher (Former director of Treasury’s retirement income modelling taskforce) on behalf of Industry Super Australia showing that 30% of entitled employees did not receive...

December 2, 2016

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...

November 21, 2016

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...

November 11, 2016

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...

August 31, 2016

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...

July 25, 2016

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...

July 11, 2016

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...

June 2, 2016

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...