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Module 2

Module length: 2 hrs

Videos: 6

Step 2: Where should you be on the risk spectrum

Introduces the fundamentals, and some advanced ideas, in share market investing:

  • What are private and public corporations and private and public equity?
  • What are the drivers of share prices?
  • What do historical returns say about the expected risk and return of Aus shares, US shares & Global shares.
  • Pros & cons of Aus shares v US shares v Global shares.
  • Stock market ratios:  Dividend yield, PE ratios, others.
  • Value vs Growth shares & Large v Small shares.
  • Dividend imputation:  How does it work and maximize the value of franking credits. 
  • Structuring & tax:  Deeper discussion of trusts Part 1.

Step 2:  How much risk should you be taking?

More modules

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

Module 5

Residential Property / Negative Gearing

Historical returns / residential price outlook/ pros and cons of borrowing to invest/ negative gearing case study

Step 5:  Where does the money go?

Module Length: 2 hours
Videos: 5