Gearing
Risky SMSF borrowing advice from real estate agents
The Institute of Chartered Accountants of Australia (ICAA) superannuation specialist, Liz Westover recently wrote of her alarm at some marketing material she received from a real estate agent promoting borrowing within a self managed superannuation fund (SMSF) to buy property. Westover wrote: “I was surprised and somewhat alarmed that some of the information provided was [...]
Margin call calculation
When you have a margin loan it is important to understand how much your portfolio value can fall before you receive a margin call. This article reveals the formula for calculating the percentage fall to trigger a margin call.
Advanced Gearing Products
This sixth article in the series on accelerated wealth creation summarises some other products you may have heard help you get rich fast. For example you may have heard of options & warrants, internally geared funds and capital protected funds. Leveraged products for pussycats and lions As sure as the sun sets in the west [...]
Margin Lending: An easy way to start gearing
This fifth article in the series on accelerated wealth creation introduces margin lending, which many may have heard of but not know how to use it to create wealth. Margin Lending Margin Lending is a term you may know but perhaps it feels a little bit foreign or even spooky. Perhaps you’re imagining it’s something [...]
Create wealth with your home
I hope that you had a wonderful Easter. This fourth article in the series on accelerated wealth creation discusses using the underutilised equity in your home to create wealth. On reading the title of this newsletter some readers may have asked “hang on, I thought Matt said your home is not an investment asset. So [...]
Crank Up The Pace With Gearing
This third article in the series on accelerated wealth creation provides an overview of gearing as a wealth creation strategy. Gearing is a strategy that enables you to leverage your income and equity, which may currently be under utilised. Gearing: You’ve heard of it, but what is it really? As one attendee at the IPWEA [...]
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