Eon Financial Group Smsf Podcast

EON speak to Tim Bradbury from MSCI about the evolving Exchange Traded Fund market. There is a wave of new ETF's appearing in the exchange which can add alpha to your portfolio. We go discuss the pro's & con's, how you can benefit and which ETF's work for your situation. This is an episode not to be missed for anyone investing in listed securities. Compound your wisdom!

EON speak to Miriam Sandkuhler from Property Mavens about the 7 Mistakes SMSF Property Investors make. Miriam is a successful property investor and Property Advocate. She has experience in advising SMSF trustees on which properties to buy to meet their needs. We have an in depth discussion on the 7 mistakes and the steps you can take to avoid them. We delve into the detail so that you can make the best decisions for you and deliver great investment returns for the members of your SMSF. This is a great episode for anyone considering buying a property in their SMSF. Compound your wisdom!

EON Financial Group bring you the important changes announced in the budget on superannuation and their impact of Self Managed Super Fund trustees. The budget has made some significant changes to superannuation.  We present the changes made, the impact on your fund and strategies to benefit from the changes. Changes include: 1) Concessional Contribution limit 2) Non Concessional limits 3) Lifetime tax free cap 4) Work test 5) Transition to Retirement Compound your wisdom!  

EON speak to Simon Michell from FIIG about direct ownership of Bonds for SMSF investors. Bonds play an important role for SMSF trustees as they provide certainty of income and certainty of capital.Bonds are under represented in SMSF portfolios. The traditional exposure for trustees is to buy term deposits or Hybrids to gain fixed income exposure. Bonds provide certainty that neither of these exposures provide. Bonds can provide certainty of income over longer periods than term deposits and provide certainty of capital which hybrids don't provide.This is a great episode for all SMSF trustees to learn how you can use bonds to provide certainty of income and certainty of capital.Compound your wisdom!

EON Speak to Charlie Jamieson from the Jamieson Coote Bond Fund about the signals the Bond market is telling us about future economic conditions. The insight provided by one of Australia's top Government Bond Managers is invaluable. The Bond market volatility in the early months of 2016 have been as vigorous as the stock market. The reading into the changes will assist you to position your fund to take advantage.A hugely valuable episode of the EON Financial Group SMSF Podcast.Compound your wisdom!

EON speak to Chad Slater from Morphic Asset Management on the changing investment environment since the start of the year. We talk the current state of the market, their expectations for the year ahead, some identifiers for changing market conditions, their view on Woolworths and the importance of a decent exposure to international markets for SMSFs.This is not just market prediction from a global fund manager, it is a great episode that goes much deeper into an investment managers psyche to extract real value for all SMSF Trustees.Compound your wisdom!

EON speak to Rob Hay from Westpac warrants about the newly listed Vanilla Instalment Equity Warrant. The VIEWs offer higher leverage and shorter time frame than the traditional Self Funding Instalment Warrants from Westpac. This typically provides a higher yield with increased risk if the stock moves against the owner.As with all warrants it is important to have a positive outlook on the stock and the market. There is no point in earning high yield but losing equity. VIEWs, like all warrants, provide a super charged exposure to the stock or index invested in and should only be used by trustees that can assess the risk involved.For those of you who are willing to accept more risk, VIEWs can be a great way to increase income and exposure to the stock or index.Compound your wisdom!

EON Financial Group bring you snippets of the best episodes of 2015.   2015 On the Record provides a great introduction to the podcast and the quality of guests. The podcast is one example of the philosophy of EON Financial Group's commitment to learn to help us produce better results for our clients and the continuous improvement required to be successful in the advisory business. We wish you a very prosperous 2016. Compound your wisdom!

EON speak to Mark Mazzarella an analyst at APN Property Group about the advantages of AREITs to produce income for your SMSF, why AREITs have been such great performers over the years and the lower cost of entry when compared to direct property ownership.This is a great episode for all trustees. The need for income is high once you start the retirement phase. The certainty of income provided by AREITs is characteristic that appeals whether you are in draw down or in accumulation. Compound your wisdom!

EON speak to Dave Gedeon from NASDAQ and Vinnie Wadhera from Betashares about the newly listed NASDAQ 100 ETF listed on the ASX.The NASDAQ 100 is an index Australian investors should consider for diversification away from the Financial, Resource and Energy heavy ASX. The NASDAQ 100 has virtually no exposure to these sectors and provides exposure to technology heavy weights Microsoft, Apple and Intel. The NASDAQ 100 exposes your portfolio to disruptive companies such as Tesla, Netflicks, Costco, Facebook and Comcast.This is great listening for all SMSF trustees about this important index.   Compound your wisdom!

EON Financial Group head Mark Wenzel shares his view on changes politically, economically and in lending to Self Managed Super Funds.This episode is not the normal format but provides great insight to all SMSF Trustees.Compound your wisdom!

EON speak to Mike McNamara from Strategic Buyers Agent about buying an established property for investment purposes. Mike talks about why you should consider a buyers advocate rather than choosing the property yourself. There is a cost for using a buyers advocate. The questions I want answered on the podcast centre on the value created by buyers advocates, the importance of spending time researching your potential purchase, insights into what Mike has learned about property and the key figures he uses to identify the best opportunities.A great discussion with an experienced property professional.Compound your wisdom!

EON speak to Douglas Isles from Platinum about their Platinum Asia Listed Investment Company. For patient investors Asia represents a great opportunity to grow wealth in the fast growing region in the world. The difficulty for most investors is finding the right opportunities at the right price. Platinum have a strong track record with their Asia Fund, returning an average to 16.2% over 13 years. The features of an Listed Investment Company allow for smoother income payments from the fund, franked dividends and advantage of being listed on the ASX.There is some great insight into why you should expose your portfolio to Asia.Compound your wisdom!

EON Speak to Rod Leembruggen from Capital Claims about the benefits of claiming depreciation against your property assets.The podcast is equally beneficial for trustees fund and personal assets. The importance of claiming non cash items to improve your overall return cannot be understated.Essential listen for trustees that own a property in their fund or an investment property in other tax structures.Compound your wisdom!

EON speak to Simon Russell from Behavioural Finance Australia's Simon Russel about the good and bad human traits that impact the decision making for our funds. All decisions we make in our funds impact on the ultimate returns we achieve. If we can learn some the human behaviours that impact on our decision making we can learn to make better decisions that will help our long term returns.This is a great discussion with a professional that has followed his passion from Psychology to Finance. The mix provides insights that will make and save you money.Compound your wisdom!

EON speak to John Periera from India Fund about the opportunity investing in India provides SMSF trustees. The Listed Investment Company will invest in equities and bonds, providing a good example of how a professional manager plans to manage risk in their portfolio. We discuss why you should invest in India, where the opportunities are likely to be and what income you can expect from investing.A great discussion for anyone looking to invest in this important country for Australian investors.Compound your wisdom!

EON speak to Rob Hay from Westpac Specialist Investment Solutions about Self Funding Instalment Warrants.Self Funding Instalment Warrants can be used by trustees for leveraged long term exposure to listed companies and Exchange Traded Funds. The advantages of Self Funding Instalment warrants include increased exposure for your portfolio, no margin calls and a limited recourse loan. The disadvantages include increased risks by using borrowed funds, you pay for the cost of the protection through put options and they are time bound which means you must make a decision at expiry.We discuss all these issues and more...Compound your wisdom!

EON speak to Angus Coote and Charlie Jamieson from Jamieson Coote Bond Fund about Australian Government Bonds, why you should own them in your fund and why they are a great alternative to Term Deposits.Most Self Managed Super Funds do not have an exposure to Government Bonds in their funds. When you contrast this with the rest of the world, where the average portfolio would hold over 30% in bonds, we have a long way to go. Is the low investment in bonds a result of lack of a awareness or lack of knowledge? Either way this podcast will bring you up to speed on this important fund exposure.Compound your wisdom!

EON speak to Lisa Papachristoforos, from Just Super, about the most common questions Just Super are receiving from their 1,500 funds. Just Super is an administrator of over 1,500 funds, which means they have 1,500 funds with similar questions that you want answers to. We cover pensions, work test, contributions, multiple pension accounts and much more...Essential listening for all trustees.Compound your wisdom!

EON speak to Graham O'Brien from the ASX about how options are being used by trustees to generate additional income and to protect against significant market falls.Options are becoming an important element of investment strategies in SMSFs. When used to protect a portfolio they offer trustees an insurance policy against a significant market correction. When used to generate income, options an attractive method of being more active in the market and receiving income at the same time.This is a great episode for those of you with large portfolios of Australian shares.Compound your wisdom!