81 episodes

EON Financial Group SMSF Podcast brings you a weekly interview with an industry professional or a successful trustee to help you make better decisions for your super fund. We aim to compound your knowledge to help you achieve better results from your fund.

EON Financial Group SMSF Podcast Mark Wenzel - Principal EON Financial Group

    • Investing
    • 5.0 • 2 Ratings

EON Financial Group SMSF Podcast brings you a weekly interview with an industry professional or a successful trustee to help you make better decisions for your super fund. We aim to compound your knowledge to help you achieve better results from your fund.

    EON 80: Platinum outlook

    EON 80: Platinum outlook

    EON speak to Douglas Isles from Platinum Asset Management on the outlook for global investing in 2018.  Platinum has been a significant contributor to the podcast since the start.  We have been beating the drum about the importance of global investing since the podcast started.  If you acted, you have been rewarded with significant outperformance over the Australian market.
     
    Douglas shares Platinum’s outlook for 2018 including;
    ·       Where they see opportunities for growth
    ·       Opportunities in China
    ·       Greater Asia growth
    ·       Australian banking sector view (and therefore its importance to the Australian market returns)
    ·       New ways to access Platinum’s expertise
     
    This is great episode for trustees to fine tune their asset allocation in 2018 to improve results.
     
    Compound your wisdom!

    • 26 min
    EON 79: China, REAL NEWS

    EON 79: China, REAL NEWS

    EON speak to Jonathan Wu from Premium China Funds Management about investing in China. 
     
    There is a great deal written and said in the Australian press about China.  Overwhelmingly, the commentary negative.   This surprises me, given the significance of China to our economy.   We sought the views of a professional, with 10 years focused on investing in China, to balance the view.
    We cover;
    ·       China as a long-term investment opportunity
    ·       The much talked about debt levels
    ·       Ghost cities
    ·       The target of doubling disposable income by 2020
    ·       Lower risk exposure to China through Fixed Interest versus Equities
     
    This is a great episode for all trustees investing their own funds.  The impact of China on the global economy and equity markets will impact returns for decades. 
    Get the real news on the EON Financial Group SMSF Podcast.
     
    Compound your wisdom!

    • 1 hr 7 min
    EON 78: India Avenue

    EON 78: India Avenue

    EON Speak to Mugunthan Siva from India Avenue Investment about investing in India.  India is a unique opportunity to diversify from Australia, with several key differentiators;
    1.       Younger average population age of 29 versus 40 for Australia
    2.       India is a commodity importer, Australia a commodity exporter
    3.       Indian companies pay significantly less dividends as there is no capital gains tax for investors when they hold for longer than 12 months
    4.       India’s population is massive compared to Australia
    5.       Significant efficiency gains to made through Technology across the government sector
    6.       Massive economic reform under the Modi Government
    7.       Consumption economy with a growing middle class
     
    This is a great episode for all trustees to learn about investment opportunities beyond our borders.  It is easy to stay local but there are real benefits to your portfolio to invest globally.  The diversification strengthens your portfolio and the returns are likely to be significant over the long term.
     
    Compound your wisdom!

    • 37 min
    EON 77: ETF Forum

    EON 77: ETF Forum

    Mark Wenzel was on an adviser panel at the recently held Financial Standard ETF Forum.
    The Forum was aimed at advisers but is equally relevant to SMSF trustees.  
    Mark provides his insight into the day including
    How advisers are using ETFs in their practices Where to access ETF research New ETFs in the market Traditional vs Smart Beta indexing Portfolio construction using ETFs This is a great episode for all SMSF Trustees to learn from professionals about how they are using ETFs to meet the long term requirements of clients.
    Compound your wisdom!

    • 49 min
    EON 76: Decisions, Decisions, Decisions

    EON 76: Decisions, Decisions, Decisions

    EON speak to Michelle Gibbings from Change Meridian about decision making in your Self Managed Super Fund.  
    There are many decisions to make before, during and to end a Self Managed Super Fund.  Michelle introduces
    a decision making framework setting a successful structure to make decisions judging the importance of the decision how to avoid procrastination how to frame long term decisions This is a great episode for all trustees who struggle to make decisions, are over confident in their decision making, feel responsible for all the decisions made within the super fund and who are looking to improve the decision making in their super fund.
    Compound your wisdom!
     

    • 40 min
    EON 75: Impact of rising interest rates on fixed income

    EON 75: Impact of rising interest rates on fixed income

    EON speak to David Erdonmez from fixed income manager PIMCO about fixed interest and the impact of rising interest rates on fixed income portfolio's. 
    We discuss
    the characteristics of fixed income how rising interest rates are likely to impact why should maintain exposure to fixed income in your SMSF the current outlook for fixed income the differences between Hybrids and bonds the difference between Term Deposits and bonds Global opportunities to generate higher income from fixed interest This is a great episode for all trustees who
    don't really understand why fixed interest is an essential component of a diversified portfolio. have large exposures to hybrids, cash and term deposits in their portfolios. Who are looking for stable income in your fund Who are confused about the noise around fixed interest in the media Compound your wisdom!
     

    • 55 min

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