Market Wrap

Each month we publish Market Wrap, a summary of the previous month’s economic highlights. Economic Overview October 2021 Investors remained focused on rising inflation and the possibility of policy settings being tightened worldwide. Bond yields continued to rise – particularly in Australia – as investors brought forward their expectations for interest rate hikes. This hampered returns from fixed income markets. Equity markets performed much more strongly, aided by the release of…  Read more

Understanding Australia’s Director Identification Number

Business directors to obtain compulsory director ID number from November. In its 2020 Budget Digital Business Plan, the Australian government announced the full implementation of the Modernising Business Registers (MBR) program. The program is designed to both establish the new Australian Business Registry Services (ABRS), and enhance how businesses register and manage their information with the government. Although the ABRS rolls out progressively between 2021 and 2024, one of the…  Read more

Investment briefing webinar: Why investment valuations matter

In October 2021, we collaborated with one of our independent investment partners, Morningstar, to bring you an investment briefing webinar “Why investment valuations matter”. In this webinar Morningstar’s Portfolio Specialist, Clint Abraham explains why current investment markets represent a great value opportunity for investors. As we experience the largest dispersion between value and growth investment styles, Clint outlines why that matters and which industry sectors and countries are exhibiting the…  Read more

Now & Next latest edition

Now & Next, the quarterly newsletter published by Count Financial, is designed to give you valuable insights into a range of different topics affecting your financial situation – both now and in the future. Welcome to the Spring edition… Stories include: Creative ways to keep fit The days are growing longer, and the weather is finally warming up. This means there are no more excuses about getting in shape. But…  Read more

Client Focus: View Bank Homes

View Bank Homes is a family owned and operated business delivering architecturally designed homes in the communities of Melbourne’s North. Having started as a humble small business View Bank Homes has grown over thirty years to become one of Australia’s most trusted boutique residential property developers. View Bank focuses on building homes in close proximity to amenities, public transport and schools in both well-established and up-and-coming suburbs. They aim to…  Read more

Excellence in Education Award

We are delighted and very proud to share that Tracee Pang, O’Brien Financial Advisor, has been announced as the winner of the Count Financial Excellence in Education Award. In congratulating Tracee, Nellie Fung, O’Brien Director and head of Financial Planning, commented; “Tracee is a top quality financial planning team member who has helped us exceed compliance requirements and deliver high quality client service since she joined our firm in 2019.…  Read more

Get more financial tips, strategies and ideas delivered direct to you.

Subscribe now