FINANCE EDUCATION FOR INVESTORS
Module 10: Structuring and Tax Planning & Implementing Your Strategy
2 hrs
6 videos
Step 10 : Implement Strategy
10 of 10 steps
Overview
To complete your long-term strategy we work out your implementation plan. Then revise and wrap-up.
- The investment process.
- Avoiding complexity.
- Timetable for revising your strategy.
- Staying current with investing.
- Your todo list.
- Structuring & tax: Wills and estate planning
Step 10 : How will you implement your choices?
More modules
Module 1
Introduction; Risk & Returns
Why you need an effective wealth strategy & process / understanding risk & return / choosing your super fund
Step 1: Set your goals
Module Length: 2 hours
Videos: 8
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