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Investing for Minors
Unlock the secrets to investing for minors in our latest episode! From adult-managed trusts to tax rules, we’ve got you covered. Discover strategies to mitigate tax impact and explore alternative investment options like Listed Investment Companies (LICs). Learn how to give money to children at certain ages and delve into the benefits of education bonds. Plus testamentary trust options for added protection and flexibility. Don’t miss out on valuable insights for securing your child’s financial future! Robert Goudie, CFP, GradDipFP (ASIC Reg 235974) and Amy Lehmann, BBus (FinPlan), BBus (Acc) (ASIC Reg 1292710), are authorised representatives of Consortium Private Wealth Pty Ltd | ABN 74 616 250 965 AFS Licence 495401.
How to save tax in Australia
Rob & Amy discuss all things tax this week, exploring the tax implications of investment properties, and how Aussies use negative gearing as an investment strategy. They also challenge the common biases many have towards property, comparing its returns with other tax-saving opportunities. Here’s a question for you: Have you crunched the numbers to see if your negatively geared property delivers better returns than investing in the ASX? Something to think about! To view the video version of this episode visit https://youtu.be/HIfmtb5pN0Q Robert Goudie, CFP, GradDipFP (ASIC Reg 235974) and Amy Lehmann, BBus (FinPlan), BBus (Acc) (ASIC Reg 1292710), are authorised representatives of Consortium Private Wealth Pty Ltd | ABN 74 616 250 965 AFS Licence 495401.
How to retire on $650,000 as a single
Discover the keys to retiring comfortably as an individual with $650,000 in superannuation and savings. We delve into everything from setting spending limits to optimising your tax arrangements, and explore practical advice for managing income and assets tests to maximise your pension entitlements. Tune in for expert insights to help you retire with confidence… To view the video version of this episode visit https://youtu.be/gmP-nC5-8rY Robert Goudie, CFP, GradDipFP (ASIC Reg 235974) and Amy Lehmann, BBus (FinPlan), BBus (Acc) (ASIC Reg 1292710), are authorised representatives of Consortium Private Wealth Pty Ltd | ABN 74 616 250 965 AFS Licence 495401.