Investment Freedom
Investment freedom helps trustees of self-managed funds use the freedom they now have to make their money work harder for them. The book is specifically aimed at people who already understand the basics of investment and now want to learn more about the alternative options that are available to help them create wealth for their retirement.
Containing innovative strategies to increase returns for trustees and beneficiaries, 'Investment Freedom' discusses:
How to leverage into shares using installment warrants.
Alternative investments such as private equity and hedge funds.
Increasing income using hybrid securities and equity linked term deposits.
Capital preservation strategies.
Taxation issues including franking credit rules and capital gains tax.
Barbara Smith - is a leading authority on superannuation and retirement planning in Australia. She is the CEO of Online Super Pty Ltd and also a CPA (Taxation) and certified financial planner.
Dr Ed (Erdogan) Koken - is the Education and Marketing Director of Taxpayers Australia Inc and is also a certified financial planner.
Cathy Kovacs - is a Division Director in the Equity Markets Group of Macquarie Bank. She has over 13 years' experience in financial markets and equity derivatives, the last 7 of which have been spent at Macquarie Bank.
At the end of 2003 there were over 282,000 Self Managed Superannuation Funds in Australia with assets of $128 billion. Each year approximately 23,500 funds are established. This is the fastest growing sector of superannuation in Australia, accounting for over 20% of the total market. Funds and trusts are generally established by accountants for taxation purposes. As accountants are not financial advisers, they set up the fund for the trustees but do not, and cannot, provide any advice as to what to do with the money in the fund. This has resulted in a disproportionate percentage of the funds from SMSFs and family trusts vehicles sitting in cash accounts. There is discussion on property trusts, installment warrants, hybrid securities and equity linked term deposits.
Available through all good book stockists or visit www.wrightbooks.com.au
Containing innovative strategies to increase returns for trustees and beneficiaries, 'Investment Freedom' discusses:
How to leverage into shares using installment warrants.
Alternative investments such as private equity and hedge funds.
Increasing income using hybrid securities and equity linked term deposits.
Capital preservation strategies.
Taxation issues including franking credit rules and capital gains tax.
Barbara Smith - is a leading authority on superannuation and retirement planning in Australia. She is the CEO of Online Super Pty Ltd and also a CPA (Taxation) and certified financial planner.
Dr Ed (Erdogan) Koken - is the Education and Marketing Director of Taxpayers Australia Inc and is also a certified financial planner.
Cathy Kovacs - is a Division Director in the Equity Markets Group of Macquarie Bank. She has over 13 years' experience in financial markets and equity derivatives, the last 7 of which have been spent at Macquarie Bank.
At the end of 2003 there were over 282,000 Self Managed Superannuation Funds in Australia with assets of $128 billion. Each year approximately 23,500 funds are established. This is the fastest growing sector of superannuation in Australia, accounting for over 20% of the total market. Funds and trusts are generally established by accountants for taxation purposes. As accountants are not financial advisers, they set up the fund for the trustees but do not, and cannot, provide any advice as to what to do with the money in the fund. This has resulted in a disproportionate percentage of the funds from SMSFs and family trusts vehicles sitting in cash accounts. There is discussion on property trusts, installment warrants, hybrid securities and equity linked term deposits.
Available through all good book stockists or visit www.wrightbooks.com.au
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