Eon Financial Group Smsf Podcast

We speak with a 10 year veteran in the ETF space.  Tim Bradbury provides some great insight to the ETFs that are available on the Australian market, how you can use them to meet your objectives and which ones to avoid.

We speak to Fund Manager Simon Conn about how he and his investment team will deploy $180 million cash they raised for the QV Equities Listed Investment Company.  We explore the parallels between the start of QV Equities and the start of your fund, focusing on how you should move from cash to execute your investment strategy.

  The ASX has launched a new service offering trustees the opportunity to invest in managed funds via their stockbroker.  This allows you to transact and hold managed funds via CHESS, reducing paperwork and improving investment monitoring.

In more income, less risk, we speak to John Moore from Northward Equity Income about how you can generate more income from your share portfolio and reduce the risk by halving your exposure to the market.

New rules for Art & Collectibles need to be in place by 30th June 2016.  We speak to Michael Fox, Art Valuer and SMSF expert on the new rules about why Art can be a great investment and the actions you need to take to remain compliant beyond 2016.

  In the second of a 2 part series, we speak to Boyd Peters, from Contango Micro Cap, about the strategies you should be implementing when you are ready to trade.

In the first of a 2 part series, we speak to Boyd Peters, from Contango Micro Cap, about the strategies you should be implementing when you are ready to trade.

We speak with Phillip McCall from NAB Super Lever about borrowing to buy shares and managed funds.  NAB have developed a margin lending arrangement that is compliant with the Super regulations and does not involve the high cost of establishing bare trusts.

We speak to head of international equities at K2 Asset Management on why you should have a meaningful exposure to offshore markets in your fund, the themes they are buying in a rapidly changing world and how the professionals at K2 can grow your wealth in falling markets.

We speak with Robin Bowerman from Vanguard and Self Managed Super Fund Professionals Association in a podcast that is timeless.  The lessons from today’s discussion will deliver great benefits to you over the life of your fund.  We cover everything from the importance of costs, SMSFs leading pension strategy development, Asset Allocation, diversification, how to access the best brains in the business and much, much more...

Boyd Peters from Contango MicroCap has developed a Micro Cap investment checklist.  In this episode we go into detail about each point in the checklist, why it is relevant and how to build information sources to make you a more successful Micro Cap investor.  For those trustees that trade shares or want to make better investment decisions, this episode should be kept and replayed regularly.

We speak to John Hopkins about his life in property.  This fascinating discussion draws on his 30 plus years as a property investor, adviser and believer in this asset class to build your wealth.  This is an insightful discussion with lessons that are invaluable to anyone considering buying property in their SMSF.

  We speak to Steven Dangerfield from Dangerfield Exley lawyers about the steps you need to take  to set up a borrowing arrangement to purchase property in your Super.  You will hear from Steven a wrong step can put the tax benefits of the strategy at risk.  For anyone thinking about buying a property in super, this podcast is a must listen.

We speak to a successful trustee about her experience in owning property through SMSF.  Christine shares her real life experience in building her family’s retirement savings through property.  We talk about perspective, setting yourself up to succeed, risk mitigation, investment strategy, taking control of future and the kids inheritance.

We talk with Michael Williams, CEO of the Lantern Property Partners about his experience in purchasing property in Self Managed Super.  We discuss the ins and outs, what type of property you should seek to buy, the price ranges that are most profitable for investors and the difference between investors and speculators.

Risk is omnipresent with everything to do with your SMSF.  Learn how you can mitigate some of this risk by sharing this risk through insurance.  David Glen from TAL shares his insight on how to manage risk.

  Hear from inside a Micro Cap fund manager about how you can profit from this under researched sector.  Learn directly from Boyd Peters about how you can improve your returns by exposing your portfolio to Micro Cap companies.

We speak with Nathan Burgess from the ATO on the new powers the tax office has to keep your SMSF in check.  Hear how to manage your SMSF to ensure that you avoid any penalty.  The insights into the regulation of SMSF from the ATO is invaluable for every trustee or potential trustees.

  Liz Moran from FIIG Securities teaches us about bonds and how they can be used to enhance your returns above Term Deposit rates, the types of bonds you can invest in, how to structure a bond portfolio and the dangers of hybrids.

In this episode we speak with a Finance industry veteran on how he helps manage his families SMSF.  With a career span 50 years, he has experience advising the countries largest companies, run an Australian listed global company and was CEO of a national stock broking firm.  The lessons from this discussion are invaluable.