Module 10: Implementing Your Strategy & Next Steps

10 Step WealthPath

Next Module

Module 10

Structuring and Tax Planning & Implementing Your Strategy

Module length: 2 hrs

Videos: 6

Step 10: How will you implement your choices?

In Module 10, Brendon Gili, an accounting expert visits to answer any structuring and taxation questions participants have after watching the series of 10 extra structuring and tax videos on the learning platform.

The final asset group – private assets – is explored, and then we review the structures available for holding growing assets and streaming cash flows – corporations, FTs, SMSFs; as well as wills and estate planning, testamentary trusts etc.

Finally, we review the main elements covered in the course, and how your investment strategy fits with the investment philosophy and process you have developed (recognising this will be an ongoing iterative process through time.)

In Step 10 you decide how you are going to implement the wealth strategy you have developed.

More Modules

Module 2

Stock Market Fundamentals

Historical returns / balance sheets & cash flows / value vs growth / dividend imputation

Step 2: Where SHOULD you be on the risk spectrum?

Module Length: 2 hours

Videos: 6

Module 4

Implementing Stock Market Investment

Implementing investments/ assessing financial advice/ managed funds Vs ETFs/ savings Vs goals calculator

Step 4: Are you saving enough to reach your goals?

Module Length: 2 hours

Videos: 5

Module 5

Residential Property / Negative Gearing

Historical returns / residential price outlook/ pros and cons of borrowing to invest/ negative gearing case study

Step 5: Where does the money go?

Module Length: 2 hours

Videos: 5

Module 6

Residential Real Estate Examples

Negative gearing spreadsheet/ Property case studies x 2/ using family trusts to invest in property

Step 6: Where will you hold your investments?

Module Length: 2 hours

Videos: 4

Module 7

Commercial Real Estate Investing

Historical returns / how to use CREs, REITs, unlisted property trusts, super, syndicates & direct ownership

Step 7: What will you invest in?

Module Length: 2 hours

Videos: 4

Module 8

Managing Risk & Alternative Assets

Life, TPD & income insurance/ distribution networks/ protecting your minimum/ alternative assets

Step 8: Your risk managment

Module Length: 2 hours

Videos: 6

Module 9

Getting the Right Financial Advice

When do you need an adviser/ how much should you pay & for what?/ is your structuring right?

Step 9: Do you have the right financial advice?

Module Length: 2 hours

Videos: 2

Module 10

Implementing Your Strategy & Next Steps

Structuring & tax planning Q&A/ private assets / implementing your strategy, next steps & coure wrap up

Step10: Implementing your strategy

Module Length: 2 hours

Videos: 6

Module 1

Introduction; Risk & Returns

Why you need an effective wealth strategy & process / understanding risk & return / choosing your super fund

Step 1: Set your goals

Module Length: 2 hours

Videos: 8

Module 3

Family Trusts for Share Investing

Your asset allocation/ using family trusts to invest in shares/ deep value Vs deep growth / active Vs passive

Step 3: Where ARE you on the risk spectrum?

Module Length: 2 hours

Videos: 5