Course curriculum

    1. Class 1 Slides

    2. Introduction to FEI

    3. Investment Process

    4. Superannuation: Types Of Super Funds

    5. Superannuation: Asset Allocation

    6. Step 1: Your Goals

    7. Supplementary: Investment Philosophy

    8. Structuring & Tax: Family Trusts

    1. Class 2 slides

    2. Step 2: Risk Spectrum

    3. Valuation

    4. Historical Returns To Stocks & Bonds

    5. Dividend Imputation

    6. Supp: Stock Market Ratios & Value vs Growth

    7. Structuring & Tax: Super Taxes and Contribution Limits

    1. Class 3 Slides

    2. Step 3_Asset allocation spreadsheet

    3. Step 3: Asset Allocation Concepts

    4. Step 3 Asset Allocation Narrative Examples

    5. Family Trusts with Corporate Beneficiaries Part 1

    6. Family Trusts with Corporate Beneficiaries Part 2

    7. Supp: Stock market efficiency & Active v Passive management

    8. Structuring & Tax: Corporate beneficiaries

    1. Class 4 Slides

    2. Step 4: Savings vs Goals

    3. Savings v Goals calculator

    4. Implementing share investment: Financial planners

    5. Supp: Deep value, deep growth and short selling

    6. Structuring & Tax: SMSFs

    1. Class 5 Slides

    2. Step 5: Where Does The Money Go?

    3. Implementing share investment: Full service brokers

    4. Managed funds vs ETFs

    5. Share market implementation examples

    6. Property investment pros & cons: Part 1

    7. Structuring & Tax: Personal Income Tax

    1. Class 6 Slides

    2. Step 6: Structuring Strategy

    3. Historical Returns to Commercial Property

    4. Property investment pros & cons: Part 2

    5. Long Term Residential Real Estate Outlook

    6. Historical Returns to Commercial Property

    7. Structuring & Tax: Corp Income Tax & Cap Gains Tax

About this course

  • $1,320.00
  • 69 lessons
  • 30.5 hours of video content