Federal Budget Summary: What does it mean for you?

In this episode, join financial advisers Rob & Amy as they delve into essential strategies to maximise your End of Financial Year (EOFY). Learn how to achieve significant tax wins and optimise your superannuation contributions with our easy-to-follow advice.  Whether you’re looking to improve your personal financial position or simply want to make the most of the EOFY, this episode offers valuable insights and actionable tips to boost your financial well-being! 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. 

In the fourth episode of our new series on the Investment Motivation podcast, Rob Goudie and Rachael Todman take a deep dive into LVMH, the world’s leading luxury goods company. They explore what makes LVMH unique, from its diverse portfolio of iconic brands like Louis Vuitton and Moët & Chandon to its recent financial performance, growth prospects, dividend policies, and analyst valuations. Rob and Rachael also highlight the ownership structure, led by Bernard Arnault and his family’s significant stake, and provide insights into the latest news impacting the luxury giant. Don’t miss this comprehensive breakdown of what drives LVMH’s market success and potential future challenges. Please Note: This is not a buy, nor sell, recommendation. This is general information only. 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. 

This week we said goodbye to tech stock Altium from the Australian share market as its buyout by Renesas was officially completed… As a result, large cash payouts have been received by Altium shareholders. So, what’s the next step if you receive a substantial cash payout from an investment? Should you invest in the currently high ASX, or leave the cash in the bank? Rob & Amy share some smart alternate options to consider while the ASX is trading high.  To view the video version of this episode visit https://youtu.be/U-LhtxZJTys?si=3lfPLZciVxyuUem_ 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. 

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.