The Course In A Nutshell

20 hour course 10 Live Classes / 57 Video Recordings  250+ pages of materials 10+ videos on structuring and tax planning. Live classes: Thursdays 7:00-9:00pm AET May 1, 8, 15, 22, 29 June 5, 12, 19, 26, and July 3,

Curriculum

11 Chapters · 67 Lessons

  1. 1

    Class 1: Introduction, Risk & Returns

    1. (Included in full purchase)

      10 Step Investor Workbook

    2. (Included in full purchase)

      Class 1 slides

    3. (Included in full purchase)

      Introduction to FEI

    4. (Included in full purchase)

      Investment Process Part 1

    5. (Included in full purchase)

      Investment Process Part 2

    6. (Included in full purchase)

      Returns & Sources of Value

    7. (Included in full purchase)

      Superannuation Part 1

    8. (Included in full purchase)

      Superannuation Part 2

    9. (Included in full purchase)

      Step 1: Your Goals

    10. (Included in full purchase)

      Structuring & Tax: Family Trusts

    11. (Included in full purchase)

      Supplementary: Investment Philosophy

  2. 2

    Class 2: Stock market fundamentals

    1. (Included in full purchase)

      Class 2 slides

    2. (Included in full purchase)

      Step 2: Risk Spectrum

    3. (Included in full purchase)

      What are corporations?

    4. (Included in full purchase)

      Valuation

    5. (Included in full purchase)

      Historical Returns to Stocks

    6. (Included in full purchase)

      Diversification

    7. (Included in full purchase)

      Stock market ratios & Value vs Growth

    8. (Included in full purchase)

      Dividend imputation

    9. (Included in full purchase)

      Structuring & Tax: Super Taxes and Contribution Limits

  3. 3

    Class 3: Family Trusts for investing in shares

    1. (Included in full purchase)

      Class 3 Slides

    2. (Included in full purchase)

      Step 3_Calculator How much risk are you taking

    3. (Included in full purchase)

      Step 3: Asset allocation and leverage

    4. (Included in full purchase)

      Family Trusts for investing in Shares

    5. (Included in full purchase)

      Corporate Beneficiaries of Family Trusts

    6. (Included in full purchase)

      Deep Value and Deep Growth

    7. (Included in full purchase)

      Supp: Stock market efficiency & Active v Passive management

    8. (Included in full purchase)

      Structuring & Tax: Corporate beneficiaries

  4. 4

    Class 4: Implementing stock market investment

    1. (Included in full purchase)

      Class 4 Slides

    2. (Included in full purchase)

      Savings v Goals calculator

    3. (Included in full purchase)

      Savings Vs Goals

    4. (Included in full purchase)

      Financial Planners & Full Service Brokers

    5. (Included in full purchase)

      Managed Funds Vs Exchange Traded Funds (ETFs)

    6. (Included in full purchase)

      Structuring & Tax: SMSFs

  5. 5

    Class 5: Residential property and negative gearing

    1. (Included in full purchase)

      Class 5 Slides

    2. (Included in full purchase)

      Step 5: Where does the money go?

    3. (Included in full purchase)

      Historical Returns to Residential Property

    4. (Included in full purchase)

      Residential Property Price Outlook

    5. (Included in full purchase)

      Borrowing to Invest

    6. (Included in full purchase)

      Case Study 1: Negative Gearing

    7. (Included in full purchase)

      Structuring & Tax: Personal Income Tax

  6. 6

    Class 6: Residential Real Estate Examples

    1. (Included in full purchase)

      Class 6 Slides

    2. (Included in full purchase)

      Negative Gearing Spreadsheet

    3. (Included in full purchase)

      Step 6: Where Will You Hold Your Investments? Part 1

    4. (Included in full purchase)

      Where Will You Hold Your Investments? Part 2

    5. (Included in full purchase)

      Case Study Two: Off-the-plan Apartment

    6. (Included in full purchase)

      Case Study Three: Apartment In A Family Trust

    7. (Included in full purchase)

      Structuring & Tax: Corp Income Tax & Cap Gains Tax

  7. 7

    Class 7: Commercial Real Estate

    1. (Included in full purchase)

      Class 7 Slides

    2. (Included in full purchase)

      Step 7: What Will You Invest In? Part 1

    3. (Included in full purchase)

      Step 7: What Will You Invest In? Part 2

    4. (Included in full purchase)

      Historical Returns to Commercial Real Estate

    5. (Included in full purchase)

      Implementation of Commercial Real Estate

    6. (Included in full purchase)

      Structuring & Tax: Borrowing To Invest 1

  8. 8

    Class 8: Risk management

    1. (Included in full purchase)

      Class 8 Slides

    2. (Included in full purchase)

      Class 8 Recording Part 1

    3. (Included in full purchase)

      Class 8 Recording Part 2

    4. (Included in full purchase)

      Structuring & Tax: Borrowing To Invest 2

  9. 9

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

    1. (Included in full purchase)

      Class 9 Slides

    2. (Included in full purchase)

      Class 9 recoding

    3. (Included in full purchase)

      Structuring & Tax: From PAYG to PSB

  10. 10

    Class 10: Structuring and tax planning

    1. (Included in full purchase)

      Class 10 Slides

    2. (Included in full purchase)

      Class 10 Recording Part 1

    3. (Included in full purchase)

      Class 10 Recording Part 2

    4. (Included in full purchase)

      Negotiation

    5. (Included in full purchase)

      Structuring & Tax: Wills and Estates with Kezi Welch

  11. 11

    Dr Wylie's Latest Webinar

    1. (Included in full purchase)

      Interest rate, property and investment outlook 2023: Webinar by Dr Sam Wylie (18Aug23)