News

The end of the financial year always seems to crop up faster than it should.  Given the impending July 2017 superannuation changes, being on top of your EOFY planning is as important as it has ever been. 
This year it is essential that you consider maximising the existing contribution limits for superannuation before they decrease on 1 July 2017.  
Superannuation Changes - 29th May 2017
The end of the financial year always seems to crop up faster than it should. Given the impending July 2017 superannuation changes, being on top of your EOFY planning is as important as it has ever been. This year it is essential that you consider maximising the existing contribution limits for superannuation before they decrease on 1 July 2017.
For more information download this document
In this edition of The Count Report we've compiled 'Your financial year checklist' to take some of the headache out of preparing for tax time. We also report on 'Understanding your super and pension statements' plus offer 'Facts and figures' on the health benefits of regular exercise. We hope you enjoy this edition of The Count Report. Winter Count Report - 29th May 2017
In this edition of The Count Report we've compiled 'Your financial year checklist' to take some of the headache out of preparing for tax time. We also report on 'Understanding your super and pension statements' plus offer 'Facts and figures' on the health benefits of regular exercise. We hope you enjoy this edition of The Count Report.
For more information download this document
In this edition of the Count Report, 'What is? Investment terms explained' looks at a few key terms that every investor should know, especially when you want to learn more but may not where to begin.  We hope you enjoy reading this edition. Autumn Count Report - 13th March 2017
In this edition of the Count Report, 'What is? Investment terms explained' looks at a few key terms that every investor should know, especially when you want to learn more but may not where to begin. We hope you enjoy reading this edition.
For more information download this document
In this edition of The Count Report, ‘Make today count’ looks at how there are things you can do each day to help you achieve your financial goals sooner.
We also look at recently proposed changes to super and tax rules and although these reforms are yet to be legislated, how they
could impact your financial strategy. Summer Count Report - 19th December 2016
In this edition of The Count Report, ‘Make today count’ looks at how there are things you can do each day to help you achieve your financial goals sooner. We also look at recently proposed changes to super and tax rules and although these reforms are yet to be legislated, how they could impact your financial strategy.
For more information download this document
A lot is happening in the area of SMSF.  The Government has scrapped the lifetime cap idea as you would have no doubt heard about in recent media reports.  There is to be new non-concessional limits applied from 1 July 2017. October SMSF Newsletter - 28th October 2016
A lot is happening in the area of SMSF. The Government has scrapped the lifetime cap idea as you would have no doubt heard about in recent media reports. There is to be new non-concessional limits applied from 1 July 2017.
For more information download this document
As JFK once said "there is nothing more certain and unchanging than uncertainty and change." With a good financial plan in place you're ready for a rewarding financial future.

We hope you enjoy reading this edition of the Count Report. Count Report - Spring 2016 - 19th September 2016
As JFK once said "there is nothing more certain and unchanging than uncertainty and change." With a good financial plan in place you're ready for a rewarding financial future. We hope you enjoy reading this edition of the Count Report.
For more information download this document
Many people accumulate substantial superannuation balances over their lifetime.  In this article, we discuss various issues regarding the treatment of superannuation on the death of an SMSF member. September SMSF Newsletter - 19th September 2016
Many people accumulate substantial superannuation balances over their lifetime. In this article, we discuss various issues regarding the treatment of superannuation on the death of an SMSF member.
For more information download this document
People who receive ongoing financial advice are more likely to experience greater levels of overall personal happiness.  You can read more about this in our latest newsletter.  If you haven't received an email or hard copy and would like to be added to our mailing list please contact us. Latest Evolve Newsletter - 1st September 2016
People who receive ongoing financial advice are more likely to experience greater levels of overall personal happiness. You can read more about this in our latest newsletter. If you haven't received an email or hard copy and would like to be added to our mailing list please contact us.
For more information download this document
Staying below the ATO's Radar is the advice we are focusing on this month.  Including tips for SMSF trustees. August 2016 SMSF News - 31st August 2016
Staying below the ATO's Radar is the advice we are focusing on this month. Including tips for SMSF trustees.
For more information download this document
Expanding our services into a second location has been a great joy.  Client feedback on our second unique office space and convenience of two locations to meet with our advisers has proven very positive. Evolution joins Newcastle's Growing Vibrancy - 31st August 2016
Expanding our services into a second location has been a great joy. Client feedback on our second unique office space and convenience of two locations to meet with our advisers has proven very positive.


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