Investors and Self-Managed Super Funds (SMSF) need to have a strategy to make sound investments.
In this presentation learn –
- Overview of SMSF Investment Rules
- SMSF Investment Choices available
- Quality Growth stocks – a discipline to teach you to select quality stocks
- What 2 key features are required to find Superior Management (that determines Quality Stocks)
- What a good-looking stock should look like
- Financial Ratios used in Fundamental Analysis
- The list SuperBenefit Provides clients receive from our stockbroker – based on the discipline
Simple steps to TAKE ACTION
- Talk with your financial advisor and tax agent
- A plan of action is better than NO action:
- Strategy – to become a controller of your wealth;
- Structure – maybe a Self-Managed Super fund (SMSF) is the answer; and
- Support – a service to handle all the set up and compliance such as SuperBenefit.
- Did you see the slides SMSF Roadmap Overview
- And for Business Owners – Superannuation and SMSF for Business Owners
- See the slides SMSF & Property Overview
- See the next slides – PROPERTY SMSF 7 Success Steps (coming soon)
- For more details about shares book in the next webinar Navigate to Successful Share Investing Workshop –
- learn how simple it is to understand Company Financial Reports and what they tell us,
- Learn key Financial Ratios that business and investors use to evaluate company health – debt to equity, return on equity or capital (and what is the difference)
- workshop an example on publically-listed company Telstra
- See how we sort, analyse and colour-code financial data on the top Australian and USA companies for our clients – resulting in a list supplied by our broker to all clients
- and more!
- For more details about shares book in the next webinar Navigate to Successful Share Investing Workshop –
If you have any questions, please call or email as we would be happy to assist you with further information.
For a FREE no obligation discussion of the options for you, call us to book a time to meet.
0407 361 596 Paul
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