Course curriculum

  • 1

    Class 1: Introduction, risk and returns

    • Class 1 Slides

    • Introduction to FEI

    • Investment Process

    • Superannuation: Types Of Super Funds

    • Superannuation: Asset Allocation

    • Step 1: Your Goals

    • Supp: Investment Philosophy

    • Structuring & Tax: Family Trusts

  • 2

    Class 2: Stock market fundamentals

    • Class 2 Slides

    • Step 2: Risk Spectrum

    • Valuation

    • Historical Returns To Stocks & Bonds

    • Dividend Imputation

    • Supp: Stock Market Ratios & Value vs Growth

    • Structuring & Tax: Super Taxes and Contribution Limits

  • 3

    Class 3: Family Trusts for Investing in Shares

    • Class 3 Slides

    • Step 3_Asset allocation spreadsheet

    • Step 3: Asset Allocation Concepts

    • Step 3 Asset Allocation Narrative Examples

    • Family Trusts with Corporate Beneficiaries Part 1

    • Family Trusts with Corporate Beneficiaries Part 2

    • Supp: Stock market efficiency & Active v Passive management

    • Structuring & Tax: Corporate beneficiaries

  • 4

    Class 4: Implementing stock market investment

    • Class 4 Slides

    • Step 4: Savings v Goals calculator

    • Step 4: Savings vs Goals

    • Implementing share investment: Financial planners

    • Implementing share investment: Full service brokers

    • Supp: Deep value, deep growth and short selling

    • Structuring & Tax: SMSFs

  • 5

    Class 5: Residential property and negative gearing

    • Class 5 Slides

    • Step 5: Where Does The Money Go?

    • Managed funds vs ETFs

    • Share market implementation examples

    • Property investment pros & cons: Part 1

    • Structuring & Tax: Personal Income Tax

  • 6

    Class 6: Commercial real estate investment

    • Class 6 Slides

    • Step 6: Structuring Strategy

    • Property investment pros & cons: Part 2

    • Long Term Residential Real Estate Outlook

    • Historical Returns to Commercial Property

    • Structuring & Tax: Corp Income Tax & Cap Gains Tax

  • 7

    Class 7: Bonds, hybrid notes, cash and alternative assets

    • Class 7 Slides

    • Step 7: Your Asset Allocation and Leverage

    • Implementation of Investment in Commercial Property Part 1

    • Introduction to Fixed Income

    • Structuring & Tax: Borrowing To Invest 1

  • 8

    Class 8: Risk management

    • Class 8 Slides

    • Step 8: Your Risk Management

    • Aaron Zelman Insurance Presentation

    • Credit Risk and Implementation of Fixed Income

    • Private assets

    • Structuring & Tax: Borrowing To Invest 2

  • 9

    Class 9: Getting the most from financial adviser(s)

    • Class 9 Slides

    • Step 9: Financial advice

    • Hybrid Notes

    • Structuring & Tax: From PAYG to PSB

  • 10

    Class 10: Structuring and tax planning

    • Class 10: Implementation of Strategy

    • Brendon Gili Q&A May 2022

    • Brendon Gili Q&A December 2021

    • Risk Management

    • Negotiation

    • Course conclusion

    • Structuring & Tax: Wills and Estates with Kezi Welch

  • 11

    Dr Sam Wylie's webinar series

    • Webinar 4: High inflation and low interest rates

    • Webinar 3: Inflation Outlook: US shares

    • Webinar 2: Residential Property and Interest Rate Outlook