First home buyers + the bank of Mum & Dad // Proposed tax increase on $3M+ super balances

In this first episode of a new series on the Investment Motivation podcast, Rob Goudie and Rachael Todman dive into all things Microsoft from an investment standpoint. They explore 9 key aspects of this tech giant’s business, from its diverse product range to its cloud dominance, analysing what makes Microsoft a leader in innovation. With discussions on its financials, investment potential, and why it remains a top choice for investors, this episode offers valuable insights into one of the most influential companies in the world. 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. 

Join us as we dissect the current investment market, analysing recent trends, discussing the surge in market values and what it means for our investment portfolios. Who determines if things are overvalued? And can we time the market effectively, especially in the short term? With US equities yielding less than 2%, and giants like Microsoft, Apple, Meta, Alphabet, Amazon, Nvidia, and Tesla dominating the S&P500, what’s on the horizon? Is a correction imminent?   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 this episode, Rob and Amy break down the essentials of Self Managed Superannuation Funds (SMSFs) and explore whether they are still a viable option for managing your super. They’ll take you through the ins and outs of this tax structure, discuss the benefits and responsibilities of running an SMSF, and help you understand who might be best suited for this superannuation strategy. If you’re considering an SMSF, this episode is for you! To view the video version of this episode visit https://youtu.be/ul9V3xhhB-g    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 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/x89ssPQ0jNQ?si=xeLfRmpKbF6aHfUC 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.