Y Partners Blog

What is Estate Planning?

This blog post has been re-produced from Count Financial.

Estate planning involves much more than having an up to date Will. It is important to ensure that your assets are distributed in the most effective manner and without adverse tax consequences for your beneficiaries.
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Gearing: What You Need to Know

Gearing can be an effective and tax-efficient way of building your investments over the long-term. While it can increase your investment returns, you need to be aware of the risks involved.


Snapshot

  • Gearing allows you to increase your investment returns using borrowed funds tax-effectively.
  • Gearing can also magnify your losses and force the sale of assets to meet interest repayments or margin calls.
  • Accessing professional advice will help you understand the pros and cons and determine if this is the right strategy for you.

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Apps To Simplify Your Financial Life

Smartphones and apps have made it easier than ever to help us track our financial progress and make informed decisions on the go. Whether you are looking for your dream home, monitoring your shares or considering a loan, the tools you need are at your fingertips

When you have major financial decisions or life events to plan for, your financial adviser is your go-to source of help. But sometimes you simply need on-hand information to simplify your everyday financial life. Here are four useful apps designed to help you track, manage and grow your wealth.

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