Assuming you have basic tax, super and share investment knowledge, this course explores, objectively, many difficult issues faced by modern-day investors. Please note: the materials presented in this course are for general educational purpose. They have been prepared without taking into account your objectives, financial situation or needs. You should consider the appropriateness of the material in the light of your own personal circumstances before taking any actions.

DELIVERY MODE

• Face-to-Face

COURSE OUTLINE

• What are the pros and cons in investing in direct shares Vs managed funds Vs index funds Vs separately managed funds?
• How do we manage our loans comprehensively and effectively? When should I adopt negative gearing strategy for my investment?
• Make use of the superannuation system to invest, save tax and prepare for retirement. Is Self-managed super fund suitable for me? How can I borrow with my SMSF to invest in property?
• Share market investment analysis – cycle theory, fundamental and technical analysis of the global share markets and Australian listed companies. How can I determine when to enter the market and when to take profits?

LEARNING OUTCOMES

By the end of this course students should be able to:

1. Acquire a higher level of financial intelligence in managing your liabilities and investments.
2. Identify, explain and apply various tax and super effective strategies.
3. Implement an effective retirement and investment plan to achieve financial freedom.