150303 EON Smarter Property Investing
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Transcript of 150303 EON Smarter Property Investing
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SMSF & PropertyAdvantage You
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Mark Wenzel
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THE MOST IMPORTANT PERSON IS?1. Think about your
future2. How you are going
to fund your retirement
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WHY MANAGE YOUR OWN SUPER?Powerful• Take responsibility
for your future• Pool funds• Time• Manage cash flow• Borrow to invest
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Take control of your financial future
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POOL FUNDS• Life Partner• Family members• Business Partner
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Take action NOW› “Compound interest is the eighth wonder of the
world. He who understands it, earns it ... he who doesn't ... pays it.” Albert Einstein
› “Compound interest is the most powerful force in the universe”. Albert Einstein
› “The time to save for the future is now. Thanks to compounding interest, the earlier you start putting money away for the future, the more you will save”. Alexa Von Tobel
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MANAGE CASH FLOW
• The fund is managed for your personal situation
• The fund will work for you, not for the masses
• You chose what is the next best use of your cash flow
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Borrow to invest› SMSF only super vehicle where you can borrow to
buy direct property› You can borrow to buy shares & managed funds› Most people have more confidence borrowing to
buy property› Borrowing increases both risk & return
– RISK IS REDUCED WITH A RISK MANAGEMENT PLAN
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Risk Management› We are putting a long term strategy in place, you need
risk management systems to ensure the strategy is executed– Maintain a cash balance to cover unknown, known events– If you strategy relies on contributions, have appropriate
insurance to protect contributions– Protect other members in the event of death or disablement
› Ensure you have appropriate insurances to protect your asset
› Do your research up front. You only get one chance to buy a property that will deliver solid returns
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Advantage you
0 1 2 3 4 5 6 7 8 9 10 11 12 13 14 15 16 17 18 19 20
-$500,000
$-
$500,000
$1,000,000
$1,500,000
$2,000,000
Benefit of borrowing
Industry SMSF Benefit
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Take action NOW› Arrange a time with Christine & I to:
– Set a financial target– Review your current position– Make a plan to achieve your objectives– Unleash the power of Self Managed Super
– Call Mark 0410 627 277– [email protected]– www.eonfg.com.au