- FINANCE EDUCATION FOR INVESTORS -
Module 1: Introduction to Investment Strategy
2 hrs
8 videos
Step 1 · Set your goals
1 of 10 steps
Overview
Gets us rolling on investment strategy:
- What are the parts of a proper investment strategy?
- What asset classes are available and what is asset allocation?
- Structuring & tax: Pay down home loan v Negative Gearing v Super v Family trusts.
- Different types of returns: Capital gains, income, before tax, after tax.
- Superannuation fundamentals: Accummulation v retirement, contribution limits, taxation.
- Which is the best super for you: Industry funds v SMSFs v Retail v Government and how to move funds.
- Narrative characters: We introduce Ravi & Jess, Brooke, Bec & David who we follow through the 10-Steps as they create their investment strategies.
Step 1 : Your investment goals. The first of 10 steps to build your long-term investment strategy.
More modules
Module 2
Stock Market Fundamentals
Historical returns / balance sheets & cash flows / value vs growth / dividend imputation
Step 2: Where SHOULD you be on the risk spectrum?
Module Length: 2 hours
Videos: 6
Module 3
Family Trusts for Share Investing
Your asset allocation/ using family trusts to invest in shares/ deep value Vs deep growth / active Vs passive
Step 3: Where ARE you on the risk spectrum?
Module Length: 2 hours
Videos: 5
Module 4
Implementing Stock Market Investment
Implementing investments/ assessing financial advice/ managed funds Vs ETFs/ savings Vs goals calculator
Step 4: Are you saving enough to reach your goals?
Module Length: 2 hours
Videos: 5