EON 63: 10 Insights from reporting season, the future fund and the retirement analysis report


Manage episode 159943862 series 1080272
By Mark Wenzel and Mark Wenzel - Principal EON Financial Group. Discovered by Player FM and our community — copyright is owned by the publisher, not Player FM, and audio is streamed directly from their servers. Hit the Subscribe button to track updates in Player FM, or paste the feed URL into other podcast apps.

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

10) Costs

A very informative episode for all SMSF trustees.

Compound your wisdom!

81 episodes