Manage episode 159943862 series 1080272
Mark Wenzel, principal of EON Financial Group, provides 10 insights from the reporting season, the Future Fund quarterly report and the Self Managed Super Fund Associations Retirement report. These insights are invaluable to help you make better decisions for your Self Managed Super Fund, leading to more income for you in the future.
The insights include comment on:
1) Challenging investment environment
2) Level of risk you should be taking
3) Portfolio review
4) The role of income in your returns
5) Alternative investments
6) State of the economy
7) Large Cap vs Small Cap
8) SMSF retirement insights
9) Return targeting
A very informative episode for all SMSF trustees.
Compound your wisdom!