April 22, 2024

Luke on 2CC – How to use ETFs to your advantage inside super?

18 minutes

Financial Planner Luke Smith joined 2CC Talking Canberra 1206AM in Money Matters, which aired on Friday 19 April 2024. This week’s show considers Exchange Traded Funds (ETFs) inside super. ETFs are available in a variety of sectors and cater investors seeking diversified portfolios without the need for daily decision making. They can offer cost savings too. Thanks for joining us live on 2CC or your favourite podcast streaming service.

Key topics covered include:

What is an Exchange Traded Fund (ETF)?

Indexes come in many forms – a group off assets in a specific sector or a specific market.

How is an EFT different to a Managed Fund?

What are the cost differences?

How can you use ETFs to diversify your investments?

What is the internal cost ratio and why is it important?

What is the approved product list within the super fund?

Do all super funds offer ETFs?

Can you get franking credits in an Exchange Traded Fund?

Can you have a second fund and to hold ETFs if your existing fund doesn’t offer them?

Luke shares his top tips when thinking about exchange traded funds inside super.

https://www.envisionfinancial.com.au/wp-content/uploads/2024/04/The-Strategy-Stacker-Luke-Talks-Money-19042024.mp3

Also available on Apple Podcasts and Spotify – ‘The Strategy Stacker – Luke Talks Money’

Are ETFs part of your super and retirement plan?

Do you know what investments you hold inside your super? What are ETFs and could they be good investments to grow your retirement savings? Seek advice if you need help with your own super and retirement strategies.

Luke as a Financial Planner can help you set up a financial planning strategy to help you achieve your personal financial goals, including investment, super and retirement. Make an appointment to confidentially discuss your goals. Call Envision Financial Services on 6260 4749. You can use the contact us form to make an appointment, for a confidential discussion about your situation.

Luke will return to 2CC to talk about other ‘Money Matters’ soon. You can also catch up with ‘The Strategy Stacker – Luke Talks Money’ podcast at a time that suits you.

We look forward to your company again and Luke’s book Smart Money Strategy is out now.

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By Luke Smith