Windlestone Education

Class 1 slides

Introduction to FEI

Investment Process Part 1

Investment Process Part 2

Superannuation: Types of Super Funds

Superannuation: Asset Allocation

Step 1: Your Goals

Supplementary: Investment Philosophy

Structuring & Tax: Family Trusts

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

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

Class 4 Slides

Step 4: Savings vs Goals

Savings v Goals calculator

Implementing share investment: Financial planners

Implementing share investment: Full service brokers

Managed funds vs ETFs

Supp: Deep value, deep growth and short selling

Structuring & Tax: SMSFs

Class 5 Slides

Negative gearing example

Step 5: Where Does The Money Go?

Share market implementation examples

Property Investment Pros & Cons: Part 1

Structuring & Tax: Personal Income Tax

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