The Course In A Nutshell

• A 20-hour view-on-demand course consisting of 10 modules released weekly on our learning platform • Tune in for the fortnightly live Q&A with Dr Wylie , or watch the video • Optional 1:1 meeting with Dr Wylie to discuss your investment journey • 250+ pages notes, slides, interactive calculators and 10-step work book • 12 extra structuring and tax planning videos to go deeper on this topic • Your enrolment lasts 2 years so you will have access to the latest info • Cost: $1,600+GST per household

Curriculum

11 Chapters · 69 Lessons

  1. 1

    Module 1: Introduction, Risk & Returns

    1. (Included in full purchase)

      10 Step Investor Workbook

    2. (Included in full purchase)

      Module 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

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      Superannuation Part 1

    8. (Included in full purchase)

      Superannuation Part 2

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      Step 1: Your Goals

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      Structuring &Tax 1: Super Taxes and Contribution Limits

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      Supplementary: Investment Philosophy

  2. 2

    Module 2: Stock market fundamentals

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      Module 2 slides

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      Step 2: Risk Spectrum

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      What are corporations?

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      Valuation

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      Historical Returns to Stocks

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      Stock market ratios & Value vs Growth

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      Dividend imputation

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      Structuring & Tax 2: Family Trust Introduction

  3. 3

    Module 3: Family Trusts for investing in shares

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      Module 3 Slides

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      Step 3_Calculator How much risk are you taking

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      Step 3: Asset allocation and leverage

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      Family Trusts for investing in Shares

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      Corporate Beneficiaries of Family Trusts

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      Deep Value and Deep Growth

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      Structuring & Tax: Corporate beneficiaries

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      Supp: Stock market efficiency & Active v Passive management

  4. 4

    Module 4: Implementing stock market investment

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      Module 4 Slides

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      Savings v Goals calculator

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      Savings Vs Goals

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      Diversification

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      Financial Planners & Full Service Brokers

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      Managed Funds Vs Exchange Traded Funds (ETFs)

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      Structuring & Tax: SMSFs

  5. 5

    Module 5: Residential property and negative gearing

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      Module 5 Slides

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      Step 5: Where does the money go?

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      Historical Returns to Residential Property

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      Residential Property Price Outlook

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      Borrowing to Invest

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      Case Study 1: Negative Gearing

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      Structuring & Tax: Personal Income Tax

  6. 6

    Module 6: Residential Real Estate Examples

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      Module 6 Slides

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      Negative Gearing Spreadsheet

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      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

    Module 7: Commercial Real Estate

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      Module 7 Slides

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      Step 7_Calculator What investments will you hold?

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      Step 7: What Will You Invest In? Part 1

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      Step 7: What Will You Invest In? Part 2

    5. (Included in full purchase)

      Historical Returns to Commercial Real Estate

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      Implementation of Commercial Real Estate

    7. (Included in full purchase)

      Structuring & Tax: Borrowing To Invest 1

  8. 8

    Module 8: Risk management

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      Module 8 Slides

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      Module 8 Recording Part 1

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      Module 8 Recording Part 2

    4. (Included in full purchase)

      Structuring & Tax: Borrowing To Invest 2

  9. 9

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

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      Module 9 Slides

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      Module 9 Part 1: Financial Advice

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      Module 9 Part 2: Defensive Assets

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      Structuring & Tax: From PAYG to PSB

  10. 10

    Module 10: Implementing your strategy and next steps

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      Module 10 Slides

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      Module 10 Part 1: Structuring and Tax

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      Module 10 Part 2: Implementation

    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)

      Intro to FEI 5 Mistakes Investors Make