I take pleasure in enclosing our Summer 2009 issue of the Count Report. 

This edition of the Count Report takes a look at Superannuation in the future, as well as protection principles to your own life and the cost of cashing out your investments in a falling market.   

Articles:

·         Superannuation in the future – the returns and the rules – discusses the advantage of tax treatment in super over non-super investments, and explains how Government changes to superannuation do not make this a less attractive retirement vehicle.

·         3 Steps to apply protection principles to your own life – provides steps to guide you on protection principles that can be applied to your own life so you and your family are prepared in case of an untimely and significant health event.           

·         The Opportunity Cost of Cash – is a timely article about the benefits of staying true to your investment strategy during difficult financial times. 

·         Chairman’s report: Road to recovery – at what cost? – Barry Lambert asks the question of who will pay, and at what price, for the Government hand outs and the Reserve Bank interest rate cuts during the Global Financial Crisis. 

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.