Count Wealth Accountants Newsletter – Issue 100

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Our Financial Planning Newsletter    

I take pleasure in enclosing our 100th edition of the Count Report. 

This edition of the Count Report takes a look at tax strategies to create wealth as well as some success stories where people have benefitted from consulting with their Count adviser. 

Articles:

·         Tax strategies to create wealth – discusses different measures you can take prior to 30^th June to improve your financial situation.

·         Partnering for success – is an article about a couple who have successfully used the full accounting and financial services of their Count adviser to help build their profitable business and provide security for their family.         

·         Do you know what cover you have? – tells an interesting story of how one Count adviser was able to assist a client with an insurance claim that he was unaware he was entitled to. 

·         Ensure you get the most out of your retirement  – is another story of how a couple were assisted by their Count adviser to qualify for Government benefits which they did not know they could receive.  

·         Chairman’s Report – Barry Lambert discusses the Henry Tax Review and the recently announced changes to the Financial Planning Industry which he believes are both classic cases of politics before policy.

·         Henry Report review…  this short article highlights the proposed changes which affect Superannuation.

Please read the Count Report and call me or Jenny Hughes if you would like to discuss any of the articles in the newsletter.  If you would like any advice about your existing or future investments, do not hesitate to call.

Feel free to pass your Count Report on to family members or friends if you think any of the articles in this issue may be applicable to their situation.