Artwork

内容由Luke Smith提供。所有播客内容(包括剧集、图形和播客描述)均由 Luke Smith 或其播客平台合作伙伴直接上传和提供。如果您认为有人在未经您许可的情况下使用您的受版权保护的作品,您可以按照此处概述的流程进行操作https://zh.player.fm/legal
Player FM -播客应用
使用Player FM应用程序离线!

Luke on 2CC – How to use ETFs to your advantage inside super?

 
分享
 

Manage episode 413927375 series 3527141
内容由Luke Smith提供。所有播客内容(包括剧集、图形和播客描述)均由 Luke Smith 或其播客平台合作伙伴直接上传和提供。如果您认为有人在未经您许可的情况下使用您的受版权保护的作品,您可以按照此处概述的流程进行操作https://zh.player.fm/legal

Financial Planner Luke Smith joined 2CC Talking Canberra 1206AM in Money Matters, which aired on Friday 19 April 2024. This week’s show considers Exchange Traded Funds (ETFs) inside super. ETFs are available in a variety of sectors and cater investors seeking diversified portfolios without the need for daily decision making. They can offer cost savings too. Thanks for joining us live on 2CC or your favourite podcast streaming service.

Key topics covered include:

  • What is an Exchange Traded Fund (ETF)?
  • Indexes come in many forms – a group off assets in a specific sector or a specific market.
  • How is an EFT different to a Managed Fund?
  • What are the cost differences?
  • How can you use ETFs to diversify your investments?
  • What is the internal cost ratio and why is it important?
  • What is the approved product list within the super fund?
  • Do all super funds offer ETFs?
  • Can you get franking credits in an Exchange Traded Fund?
  • Can you have a second fund and to hold ETFs if your existing fund doesn’t offer them?
  • Luke shares his top tips when thinking about exchange traded funds inside super.
https://www.envisionfinancial.com.au/wp-content/uploads/2024/04/The-Strategy-Stacker-Luke-Talks-Money-19042024.mp3

Also available on Apple Podcasts and Spotify – ‘The Strategy Stacker – Luke Talks Money’

Apple Podcasts on financial planning and money Spotify podcasts on life insurance and financial planningYoutube videos on life insurance and financial planning


Are ETFs part of your super and retirement plan?

ETFs can be held inside superannuation.
Do you know what investments you hold inside your super? What are ETFs and could they be good investments to grow your retirement savings? Seek advice if you need help with your own super and retirement strategies.

Luke as a Financial Planner can help you set up a financial planning strategy to help you achieve your personal financial goals, including investment, super and retirement. Make an appointment to confidentially discuss your goals. Call Envision Financial Services on 6260 4749. You can use the contact us form to make an appointment, for a confidential discussion about your situation.

Luke will return to 2CC to talk about other ‘Money Matters’ soon. You can also catch up with ‘The Strategy Stacker – Luke Talks Money’ podcast at a time that suits you.

We look forward to your company again and Luke’s book Smart Money Strategy is out now.


Avoid the top 5 risks in retirement planning by reading SMART MONEY STRATEGY - Luke's book!

  continue reading

200集单集

Artwork
icon分享
 
Manage episode 413927375 series 3527141
内容由Luke Smith提供。所有播客内容(包括剧集、图形和播客描述)均由 Luke Smith 或其播客平台合作伙伴直接上传和提供。如果您认为有人在未经您许可的情况下使用您的受版权保护的作品,您可以按照此处概述的流程进行操作https://zh.player.fm/legal

Financial Planner Luke Smith joined 2CC Talking Canberra 1206AM in Money Matters, which aired on Friday 19 April 2024. This week’s show considers Exchange Traded Funds (ETFs) inside super. ETFs are available in a variety of sectors and cater investors seeking diversified portfolios without the need for daily decision making. They can offer cost savings too. Thanks for joining us live on 2CC or your favourite podcast streaming service.

Key topics covered include:

  • What is an Exchange Traded Fund (ETF)?
  • Indexes come in many forms – a group off assets in a specific sector or a specific market.
  • How is an EFT different to a Managed Fund?
  • What are the cost differences?
  • How can you use ETFs to diversify your investments?
  • What is the internal cost ratio and why is it important?
  • What is the approved product list within the super fund?
  • Do all super funds offer ETFs?
  • Can you get franking credits in an Exchange Traded Fund?
  • Can you have a second fund and to hold ETFs if your existing fund doesn’t offer them?
  • Luke shares his top tips when thinking about exchange traded funds inside super.
https://www.envisionfinancial.com.au/wp-content/uploads/2024/04/The-Strategy-Stacker-Luke-Talks-Money-19042024.mp3

Also available on Apple Podcasts and Spotify – ‘The Strategy Stacker – Luke Talks Money’

Apple Podcasts on financial planning and money Spotify podcasts on life insurance and financial planningYoutube videos on life insurance and financial planning


Are ETFs part of your super and retirement plan?

ETFs can be held inside superannuation.
Do you know what investments you hold inside your super? What are ETFs and could they be good investments to grow your retirement savings? Seek advice if you need help with your own super and retirement strategies.

Luke as a Financial Planner can help you set up a financial planning strategy to help you achieve your personal financial goals, including investment, super and retirement. Make an appointment to confidentially discuss your goals. Call Envision Financial Services on 6260 4749. You can use the contact us form to make an appointment, for a confidential discussion about your situation.

Luke will return to 2CC to talk about other ‘Money Matters’ soon. You can also catch up with ‘The Strategy Stacker – Luke Talks Money’ podcast at a time that suits you.

We look forward to your company again and Luke’s book Smart Money Strategy is out now.


Avoid the top 5 risks in retirement planning by reading SMART MONEY STRATEGY - Luke's book!

  continue reading

200集单集

所有剧集

×
 
Loading …

欢迎使用Player FM

Player FM正在网上搜索高质量的播客,以便您现在享受。它是最好的播客应用程序,适用于安卓、iPhone和网络。注册以跨设备同步订阅。

 

快速参考指南