investor motivation podcast

Smart money moves this EOFY

Podcast

In this episode, join financial advisers Rob & Amy as they delve into essential strategies to maximise your End of Financial Year (EOFY).

Learn how to achieve significant tax wins and optimise your superannuation contributions with our easy-to-follow advice. 

Whether you’re looking to improve your personal financial position or simply want to make the most of the EOFY, this episode offers valuable insights and actionable tips to boost your financial well-being!


To view the video version of this episode visit https://youtu.be/gmP-nC5-8rY

Robert Goudie, CFP, GradDipFP (ASIC Reg 235974) and Amy Lehmann, BBus (FinPlan), BBus (Acc) (ASIC Reg 1292710), are authorised representatives of Consortium Private Wealth Pty Ltd | ABN 74 616 250 965 AFS Licence 495401. 

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Rob & Amy discuss all things tax this week, exploring the tax implications of investment properties, and how Aussies use negative gearing as an investment strategy. They also challenge the common biases many have towards property, comparing its returns with other tax-saving opportunities.  Here’s a question for you: Have you crunched the numbers to see if your negatively geared property delivers better returns than investing in the ASX? Something to think about! To view the video version of this episode visit https://youtu.be/HIfmtb5pN0Q Robert Goudie, CFP, GradDipFP (ASIC Reg 235974) and Amy Lehmann, BBus (FinPlan), BBus (Acc) (ASIC Reg 1292710), are authorised representatives of Consortium Private Wealth Pty Ltd | ABN 74 616 250 965 AFS Licence 495401.