SMSF & Shares Overview

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 –
    1. learn how simple it is to understand Company Financial Reports and what they tell us,
    2. 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)
    3. workshop an example on publically-listed company Telstra
    4. 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
    5. and more!
    6. 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