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Business Training - Investment Training

Each year when I prepare my clients taxation returns I often ask: How is your superannuation performing?The most common answers are: “I don’t know!” or “I’ve been too busy to look at it!”

Let me put this too you … if you are struggling to answer the following 10 questions then some one-on-one help might be just for you.

  • Do I know how much I really need for my retirement?
  • Do I have a savings plan (or better still, a wealth creation plan) in place?
  • Do I know how my superannuation performed last year?
  • The previous year? What is a good return for a super fund?
  • Where has my superfund invested my money?
  • How much risk do I want?
  • What age will I have to be before I can access my superannuation?
  • Will I be eligible for a government pension?
  • Will my partner be eligible?
  • Am I carrying a “safe” amount of personal or business debt?
  • Would I benefit from holding a D-I-Y super fund?
  • Do I understand the latest tax changes relating to superannuation?

The skills of the investor are very different from those needed to be a successful business operator. The Nova Business Professionals can offer you a personalized training program that gives you the fundamentals to wealth creation and help you to develop your skills as an astute investor.

If you would like to know more about these investor training programs CONTACT us today and we will provide you with more details.

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