Wealth & Financial Planning
The Wealth Edge is a Financial Planning consultancy that can assist you in navigating the complexities of building personal wealth.
You work hard to earn an income and establish your lifestyle, your money needs to work just as hard as you do.
No matter where you are in your life, planning for your financial future is vital.
A financial plan and considered investment choices can help you to achieve your goals whether that be buying your first home or being able to retire comfortably.
Wealth Services
- Creating a financial plan for your future goals.
- Building personal wealth through; Direct Shares, Managed Funds, Superannuation
- Retirement Planning
- Property Investment
- Self Managed Superannuation Funds
- Establishing a regular saving and investment plan
Services provided as an Authorised Representative of Count. ‘Count’ and Count Wealth Accountants ® are the trading names of Count Financial Limited, ABN 19 001 974 625 Australian Financial Services Licence Holder Number 227232 (‘Count’) a wholly-owned, non-guaranteed subsidiary of Commonwealth Bank of Australia ABN 48 123 123 124. Count is a Professional Partner of the Financial Planning Association of Australia Limited.
We are committed to ensuring the privacy and security of your personal information. As an Authorised Representative of Count Financial Limited, we are bound by Count’s Privacy Policy.
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Wealth Blog
ATO guidance regarding ‘downsizer contributions’
The ability to make ‘downsizer contributions’ effectively commenced on 1 July 2018, prompting the ATO to relATO data matching and share transactions
The ATO has extended its data matching program, this time focusing on share data. The ATO will continue to receive shareThe nitty-gritty of financial goal setting
There is plenty of advice out there about why you should save for your future, but little that explains exactly how. OneCommercial property depreciation: uncover the tax benefits
Does the idea of buying commercial property instead of renting your current business premises appeal to you? Or are youCount Market Volatility: October 2018
Over the past two days, global sharemarkets have fallen significantly due to growth concerns. One of the catalysts is thWays to splash the extra cash from depreciation
Once an investor starts claiming depreciation, they can expect an improvement in their cash flow. This is because deprecHow to save whilst improving your families health
Women used to be stuck at home taking care of all the household duties. Now in this modern age of being working women hoFive questions you should ask your Quantity Surveyor
Are you an investor who’s heard about the benefits of depreciation and have decided to start claiming? That’s great newsSuburban scammers pushing illegal early access to super
The ATO has become aware of people in some suburban areas of major cities attempting to encourage others to illegally acWhat the super housing measures mean for SMSFs
The ATO has reminded members of SMSFs that they will be able to use their voluntary super contributions to assist with bContinued ATO focus on holiday home rentals
The ATO has recently advised that they are “setting their sights on the large number of mistakes, errors and false claimWhat is your current level of Life Insurance?
Have you had a look at your current level of life insurance lately? Yes, I know some of you will say ‘I have got insuranNew superannuation rates and thresholds released
The ATO has published the key superannuation rates and thresholds for the 2018/19 income year. – The Non-ConcessioNo need to actually ‘downsize’ for ‘downsizer contributions’
From 1 July 2018, individuals aged 65 or over may use the proceeds from the sale of an eligible dwelling that was theirFurther ‘affordable housing’ measures passed
Parliament has passed the legislation allowing first home buyers to save for a deposit inside superannuation through thePensioner Concession Card reinstated
If you’re retired or close to retirement, you’ll probably recall that the government changed the assets test for pensionHow to be financially prepared this Christmas
With Christmas just around the corner, here are 5 tips to help plan ahead and avoid a financial hangover on New Year’s DHow would life be for you if you got sick?
Let’s take some time out from our busy lives and have a think about how life would be if, because of sickness or injury,Not my transactions!
Have you ever been contacted by your bank to notify you of suspicious activity on your credit card? It’s a horrible feelWomen and cancer: What you need to know
Being faced with cancer can have a devastating impact on women and their families. That’s why it’s so important to reducNavigating the options of aged care
Successfully transitioning between in-home care services, retirement villages and full-care accommodation is all about mDo you make voluntary superannuation contributions?
From 1 July 2017, you are eligible to make personal concessional (tax-deductible) contributions under Superannuation RefWHO IS ON YOUR TEAM
Whether it be in your personal or business life most of us require a strong, caring and informed support network aroundWhy women and men invest differently
While women play an active role in everyday financial decisions, they are less involved in managing long-term investmentWhere in Australia can you afford to live?
Housing affordability continues to be a major challenge for many Australians. But if you’re willing to live outside theWHAT ARE POWERS OF ATTORNEY?
Powers of Attorney are documents created to empower someone to make decisions on behalf of another. A person making a PoLet’s talk about insurance!
We all insure our cars (we even insure our pets), but how many of us have Life, TPD or Trauma insurance? Who is going tUnderstanding the Medicare Levy
Ever wondered why your EOFY tax bill was higher than you expected? It could be because of the Medicare Levy. So what doeSTARTING A NEW JOB? GET YOUR SUPER SORTED FIRST
When you start a new job, your employer will begin making regular contributions to your super. Contributing to super isWhy is estate planning important?
An appropriate estate plan ensures wealth is dealt with, after death, as intended, while minimising the impact of challeGolden girls: What women need to know about money
Worried about running out of money in old age? We talk to retirement expert and women’s advocate Nicolette Rubinsztein aRunning a business from home: are you covered?
Setting up a business at home can be extremely rewarding, especially if it gives you more time to spend with family. ButMake sure you’re AOK for EOFY
How do you best prepare for the end of the financial year? Adopt some of this advice and it could make a real differenceTravel Expense Claims Not Allowed From 1 July 2017
For many small investors who have purchased investments properties over the years in an effort to create a nest egg, the5 things to consider before a sea or tree change
Before you swap your briefcase for a beach towel, have you thought carefully about what life in a quieter location wilThe nitty-gritty of financial goal setting
There is plenty of advice out there about why you should save for your future, but little that explains exactly how. OneMaking the dream purchase a reality
We all know the feeling – there’s a major purchase we want to make, but we’re worried it will break the bank. Whether itMother’s Day at The Money Edge
Mother’s Day is a time to show your mother how much you appreciate their love and efforts they make every day. The trueIs Social Media making saving and budgeting trendy?
The word BUDGET is not usually associated with positivity or fun! A budget is often considered private and in the pastThe Executor!
Executor: The person appointed by a will to administer the deceased estate. The executor holds all of the assets of theMobile Phone Contracts – How to avoid Money Traps
Choosing a Mobile phone plan and a service provider can be quite a task, especially nowadays when there are so many diffStarting a business from home?
Setting up a home business is an exciting step. But for many women, it can also make the juggling act between work and fYour handy moving-house checklist
Whether you’re a growing family in need of a bigger house, empty nesters downsizing, or someone who’s just looking for aHelp your kids avoid the debt spiral
If you’re a parent concerned about the spending habits of your son or daughter, you’re not alone. Here are some simple sHow much will your child’s education cost?
Your child’s education is an important investment in their future. But getting it right takes careful planning, which meTime to ask for a pay rise?
The gender wage gap is putting many women on the back foot financially – but a successful salary negotiation can make aInvesting in property? Is it right for you?
Investing in property is a huge decision, and it may suit some investors more than others. Here are some things to keepThe February 28 deadline for SMSF returns is getting closer
Do you have a Self-Managed Super fund? Did you start one in the 2015/16 financial year? If you answered yes to both of tHave you baby-proofed your finances?
Becoming a parent brings a world of joy into your life, but it can also put a strain on your household finances. So if yYour top five New Years’ financial resolutions
Overspent in 2016? Here’s how to put your finances back on track – and even get ahead. Despite the best intentions, manyEstate planning: how to get it right
You’ve worked hard to build your wealth over the years. Now you can have peace of mind by ensuring your loved ones are tFinancial advice for a long life
Retiring earlier and living longer: why every woman needs the right financial strategy to make sure their savings will lGetting the most out of your adviser relationship
Building a relationship with a financial adviser can literally change your life. And as with every relationship, the morRenting out a room is rental income
The ATO has issued an information sheet to let taxpayers know that money earned from renting out a room in a house is reSurvey for SMSFs using LRBAs
The ATO has announced that it will be contacting some SMSF trustees in November 2016 to participate in a survey about thMake the most of your retirement income
Adjusting to a reduced income in retirement can be challenging. But luckily there are a wide range of support options avWomen and cancer: what you need to know
Being faced with cancer can have a devastating impact on women and their families. That’s why it’s so important to reducFlying solo: financial advice for singles
Single and fabulous? Make sure your finances are in top shape as well. Whether you’re single by choice, readjusting aftePension Asset Test to hit Australian’s in the pocket
The official cut off thresholds have now been determined. In order to retain a part age pension and keep the concessionsWedding thrills minus the endless bills
Many newlyweds start married life struggling from heavy debts from their big day. But with a proper financial plan, a waHow women can build their financial literacy
Recent studies show that more than two in five Australians lack confidence when it comes to financial decision making1.Are you prepared for life’s unexpected plot twists?
It’s impossible to know what’s on the horizon, but with the right personal insurance, at least you can be financially prSeparating or divorcing? Ease the financial impact and be ready for your new situation
Going through a separation or divorce raises a lot of questions. One of these relates to money. Given you’re likely to hLooking to buy? Find the right mortgage and own your home sooner
Instead of waiting for a partner, women are taking charge of their own financial future and buying property on their ownYour financial future starts now
They say every great journey starts with a single step – and yours is just beginning. Here’s how to get on the path to fManaging the costs of aged care
Whether you’re considering residential aged care for yourself, a family member or a friend, the options can seem overwhe5 tips for effective goal setting
Be SMART. Make your goals Specific, Measurable, Achievable, Relevant and Time-based. Each goal should have a realistic dGoals first, strategy second
If you haven’t figured out your lifestyle goals for the future your financial strategy is like a journey without a destiPerfecting part-time work
Working part-time can give you the freedom to make the most out of both your professional and personal life – but you neWhat is the Maximum Tax Deductible Contribution I can make into Superannuation Now?
In attempt to simplify and streamline rules surrounding superannuation contributions, the recent Federal Budget has propIs everyone in your family getting the advice they should?
Australians families are changing and so are their financial needs. It’s no secret that Australia’s population is growinEconomic challenges of an ageing population
As the Baby Boomers continue to move into retirement, a national discussion about the economic challenges of our ageingEthical investing can make cents
Ethical investing has gone from backwater to mainstream over the past decade, as Australians discover they can make the5 financial challenges that women face
As a woman who’d like to grow your wealth and save for the future, do you sometimes feel that it’s impossible to get aheApps to simplify our financial lives
Smartphones and apps have made it easier than ever to help us track our financial progress and make informed decisions oNavigating your first year of retirement
While the prospect of retirement is exciting for most, the changes it brings can be a shock. In the previous edition ofMoney lessons for your adult children
For decades Australians have expected that they will live a better life than the generation before them but that might aLessons from super fund investment strategy rules
Anybody interested in growing and protecting retirement wealth can learn important lessons from the investment strategyBuyers to withhold tax for ATO when buying certain properties
Parliament recently passed legislation amending the taxation law to impose withholding obligations on the purchasers ofGet your retirement timing right
The perfect retirement revolves around getting three things right – the financial, the emotional and the practical. FiguSavings and the silly season
Don’t let the Christmas holidays undo your great work throughout the year. Be aware of spending patterns to turn silly sSuper! Super! Where are you Super?
We lose lots of things during the course of our lives, socks, car keys, wallet and even your super. Super is one of theAre you at Risk of Identity Crime?
What do Steven Spielberg, Oprah Winfrey, Michelle Obama and Al Gore have in common? They have all been the victim of idePension deeming rates to be lowered
The social security deeming rates* will be lowered from 20 March 2015 as follows: the ‘lower deeming rate’ wCommSec’s Craig James’ view on latest interest rates & more
Craig James, CommSec Chief Economist, shares his view on the latest Reserve Bank Board meeting. Some points include: theWhat do you do??
I have had a couple of my friends recently ask me ‘What is it that you actually do? I know you are a financial adviser,Considerations before making the decision to Salary Sacrifice to Super
A question that comes up frequently is ‘should I salary sacrifice to super?’. As with everything else, this depeChristmas Cash Splash
Understanding how and why we are likely to spend money around Christmas time makes it easier for us to manage that spendHealthy and Wealthy New Year
As holidays and the new year approach it’s easy to be distracted from your financial goals. But this is actually the perWhen the tail wags the dog
In September this year when Graeme Wheeler, governor of the Reserve Bank of New Zealand, said his currency’s power againWhat to do with your tax refund
Options for making the most of your tax refund are many and varied, but some are far more powerful than others. An annuaThe nitty-gritty of financial goal setting
There is plenty of advice out there about why you should save for your future, but little that explains exactly hSetting yourself up for a successful retirement
It’s an age old question and one of the most important ones to answer as you plan your retirement savings – what exactlyGetting an Early Start with Retirement and Estate Planning
As with most things in life the earlier you start something the greater the impact, and planning for your future