DiscoverInvestopolyQ&A: Index property v. direct, using a family trust, super strategy and more
Q&A: Index property v. direct, using a family trust, super strategy and more

Q&A: Index property v. direct, using a family trust, super strategy and more

Update: 2024-09-231
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DOWNLOAD our 97-point financial health checklist here.

In this Q&A episode, Stuart tackles a variety of listener questions.

Key topics include commercial property investment funds versus index funds, superannuation strategies, trust structures for investments, financial priorities during maternity leave, employee share risks, and eligibility for first home owner grants.  

DOWNLOAD our 97-point financial health checklist here: https://prosolution.com.au/download-checklist/

Do you have questions? Email questions@investopoly.com.au

If this episode resonated with you, please leave a rating on your favourite podcast platform. It helps me reach more incredible listeners like you. Thank you for being a part of this journey! :-)

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Work with Stuart's team: At ProSolution Private Clients we encourage clients to adopt a holistic and evidence-based approach when making financial decisions. Visit our website.

IMPORTANT: This podcast provides general information about finance, taxes, and credit. This means that the content does not consider your specific objectives, financial situation, or needs. It is crucial for you to assess whether the information is suitable for your circumstances before taking any actions based on it. If you find yourself uncertain about the relevance or your specific needs, it is advisable to seek advice from a licensed and trustworthy professional.

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Q&A: Index property v. direct, using a family trust, super strategy and more

Q&A: Index property v. direct, using a family trust, super strategy and more

Stuart Wemyss