Home Investor Education Count Report 86

Make your tax refund work for you
A tax refund can be great and may even come as a surprise, but the money might be quickly spent before it has a chance to be put to good use. This year, instead of spending your tax refund, why not make it work for you?

Get into gear
Using your tax refund to ‘gear’ is one way to grow your investment portfolio, while keeping it tax effective. Gearing, or borrowing to invest, allows you to borrow against your own capital, to increase your investment and potentially maximise your returns.

Does your portfolio need reviewing?
Your Count adviser may have recommended that your investment portfolio be regularly reviewed. But why should you bother? Marriage, divorce, starting a family, retirement or redundancy are some of the things which can impact the suitability of your financial plan…

Australian sharemarket returns – Are your expectations realistic?
Since the beginning of 2004, the Australian sharemarket has produced exceptional returns for investors. But recent volatility has left many investors asking whether is it time to withdraw and invest elsewhere…

Something fishy: KIPPERS impact retirement savings
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KIPPERS’ – Kids in Parents’ Pockets Eroding retirement Savings – foreshadow a vulnerable retirement for the parents involved..

Chairman’s Report
Wealth accumulation made easy…

Limited Government super offer – a one million dollar opportunity
If you’re eligible you could make an after-tax contribution to your super fund of up to $1 million – without adverse tax implications, but only for a very limited time…

Back to top As at 30 November, 2006
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