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

    8. Super Funds With Brendon Gili

    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. Structuring & Tax: SMSFs

    1. Structuring & Tax: Personal Income Tax

    1. Historical Returns to Commercial Property

About this course

  • Free
  • 35 lessons
  • 31 hours of video content