Скачать
Should You Invest Outside Super? Tax, Goals & Mortgage Trade-Offs
Автор: Morningstar Australia
Загружено: 2025-09-27
Просмотров: 5054
Описание:
We always hear about the tax advantages of superannuation—but what about investing outside super? In this episode, Mark and Shani explore when it makes sense to build wealth outside your retirement account, the tax implications, and how to balance investing with paying off your mortgage.
With personal stories, dividend investing strategies, and even a Hemingway-inspired “carpe diem” approach, they dig into how your goals, lifestyle, and mindset affect the right decision for you.
PRE-ORDER Mark and Shani's New Book:
https://amzn.to/46qMXAu
Sign up for a Free 4-Week Trial for Morningstar Investor:
https://www.morningstar.com.au/produc...
Disclaimer:
This video has been prepared for clients of Morningstar Australasia Pty Ltd and/or New Zealand wholesale clients of Morningstar Research Ltd. Any general advice has been provided without reference to your financial objectives,
situation or needs.
You should consider the advice in light of these matters and any relevant Product Disclosure
Statement before making any decision to invest. To obtain advice for your own situation, contact a financial advisor.
For more information please read our Financial Services Guide (or ‘FSG’) available at:
www.morningstar.com.au/s/fsg.pdf or by calling us on 1800 03 44 55.
By viewing this video you agree to the FSG being made available to you electronically via the Morningstar website or by contacting us for a copy.
Past performance does not necessarily indicate a financial product’s future performance.
#InvestingAustralia #FinancialSafety #MorningstarAU #RetirementPlanning #WealthProtection #RetirementPlanning #InvestingAustralia ##PassiveIncome #MorningstarAU #FinancialIndependence #investingaustralia #moneymindset #Superannuation #InvestingAustralia #DividendInvesting #RetirementPlanning #MortgageVsInvesting #MorningstarAU #wealthbuilding
Развернуть
Доступные форматы для скачивания:
Похожие видео
array(20) {
["bJsksfpR9FE"]=>
object(stdClass)#6649 (5) {
["video_id"]=>
int(9999999)
["related_video_id"]=>
string(11) "bJsksfpR9FE"
["related_video_title"]=>
string(84) "Why Predicting the Market Is a Waste of Time - What Really Drives Investing Success?"
["posted_time"]=>
string(23) "1 месяц назад"
["channelName"]=>
NULL
}
["hP7n2OpMTcI"]=>
object(stdClass)#6660 (5) {
["video_id"]=>
int(9999999)
["related_video_id"]=>
string(11) "hP7n2OpMTcI"
["related_video_title"]=>
string(69) "Why Are Aussies Draining Their Super Early? - The Real Risks Involved"
["posted_time"]=>
string(19) "3 дня назад"
["channelName"]=>
NULL
}
["7N7vVYQ1PIY"]=>
object(stdClass)#6647 (5) {
["video_id"]=>
int(9999999)
["related_video_id"]=>
string(11) "7N7vVYQ1PIY"
["related_video_title"]=>
string(59) "What Happens When Markets Crash (And How to Keep Your Cool)"
["posted_time"]=>
string(22) "10 дней назад"
["channelName"]=>
NULL
}
["A5hIVtJrh8g"]=>
object(stdClass)#6657 (5) {
["video_id"]=>
int(9999999)
["related_video_id"]=>
string(11) "A5hIVtJrh8g"
["related_video_title"]=>
string(53) "ETF Red Flags: 3 Warning Signs to Spot Before You Buy"
["posted_time"]=>
string(23) "1 месяц назад"
["channelName"]=>
NULL
}
["9KxDzht7hOI"]=>
object(stdClass)#6641 (5) {
["video_id"]=>
int(9999999)
["related_video_id"]=>
string(11) "9KxDzht7hOI"
["related_video_title"]=>
string(64) "SMSFs vs Direct Investment Options: Which One Should You Choose?"
["posted_time"]=>
string(25) "2 месяца назад"
["channelName"]=>
NULL
}
["i_FFvPmIDp8"]=>
object(stdClass)#6656 (5) {
["video_id"]=>
int(9999999)
["related_video_id"]=>
string(11) "i_FFvPmIDp8"
["related_video_title"]=>
string(51) "Family Trusts Explained: Are They Worth It for you?"
["posted_time"]=>
string(25) "2 месяца назад"
["channelName"]=>
NULL
}
["Q0JzvSn0GMc"]=>
object(stdClass)#6645 (5) {
["video_id"]=>
int(9999999)
["related_video_id"]=>
string(11) "Q0JzvSn0GMc"
["related_video_title"]=>
string(57) "Separately Managed Accounts Explained: Are They Worth It?"
["posted_time"]=>
string(25) "3 месяца назад"
["channelName"]=>
NULL
}
["BrAHsYnmGsw"]=>
object(stdClass)#6653 (5) {
["video_id"]=>
int(9999999)
["related_video_id"]=>
string(11) "BrAHsYnmGsw"
["related_video_title"]=>
string(139) "Бум в ИИ: все закончится новым кризисом? Экономический смысл с Олегом Ицхоки"
["posted_time"]=>
string(25) "2 недели назад"
["channelName"]=>
NULL
}
["Ai4iNmW2A1c"]=>
object(stdClass)#6635 (5) {
["video_id"]=>
int(9999999)
["related_video_id"]=>
string(11) "Ai4iNmW2A1c"
["related_video_title"]=>
string(44) "The Best Financial Advice You’ll Ever Hear"
["posted_time"]=>
string(23) "1 месяц назад"
["channelName"]=>
NULL
}
["0Gb3qZVqibY"]=>
object(stdClass)#6658 (5) {
["video_id"]=>
int(9999999)
["related_video_id"]=>
string(11) "0Gb3qZVqibY"
["related_video_title"]=>
string(69) "New Vanguard ETFs Explained: Growth vs Income - Which Should You Buy?"
["posted_time"]=>
string(27) "6 месяцев назад"
["channelName"]=>
NULL
}
["vcRGc7iPyfA"]=>
object(stdClass)#6648 (5) {
["video_id"]=>
int(9999999)
["related_video_id"]=>
string(11) "vcRGc7iPyfA"
["related_video_title"]=>
string(71) "Charlie Munger: Why The First $100,000 Is So Hard And The Next Is Easy?"
["posted_time"]=>
string(23) "1 месяц назад"
["channelName"]=>
NULL
}
["uuC8a2eCWVQ"]=>
object(stdClass)#6654 (5) {
["video_id"]=>
int(9999999)
["related_video_id"]=>
string(11) "uuC8a2eCWVQ"
["related_video_title"]=>
string(64) "How to live off dividends (building an income focused portfolio)"
["posted_time"]=>
string(19) "1 год назад"
["channelName"]=>
NULL
}
["MEUmE3i2uok"]=>
object(stdClass)#6642 (5) {
["video_id"]=>
int(9999999)
["related_video_id"]=>
string(11) "MEUmE3i2uok"
["related_video_title"]=>
string(49) "Lower Returns Ahead: Is the 60/40 Portfolio Dead?"
["posted_time"]=>
string(25) "2 месяца назад"
["channelName"]=>
NULL
}
["CkMv37ybOKE"]=>
object(stdClass)#6640 (5) {
["video_id"]=>
int(9999999)
["related_video_id"]=>
string(11) "CkMv37ybOKE"
["related_video_title"]=>
string(54) "Are you Wealthy? Smarter Ways to Review Your Portfolio"
["posted_time"]=>
string(25) "4 месяца назад"
["channelName"]=>
NULL
}
["x7WBOklsPO0"]=>
object(stdClass)#6638 (5) {
["video_id"]=>
int(9999999)
["related_video_id"]=>
string(11) "x7WBOklsPO0"
["related_video_title"]=>
string(93) "7 видов пенсионных инвестиций: от худшего к лучшему"
["posted_time"]=>
string(19) "1 год назад"
["channelName"]=>
NULL
}
["_uScBV3eOzk"]=>
object(stdClass)#6639 (5) {
["video_id"]=>
int(9999999)
["related_video_id"]=>
string(11) "_uScBV3eOzk"
["related_video_title"]=>
string(60) "Is Your Super Safe? Lessons from the First Guardian Collapse"
["posted_time"]=>
string(25) "3 месяца назад"
["channelName"]=>
NULL
}
["aFUWH8u2-L0"]=>
object(stdClass)#6636 (5) {
["video_id"]=>
int(9999999)
["related_video_id"]=>
string(11) "aFUWH8u2-L0"
["related_video_title"]=>
string(71) "Division 296 Explained: Will You Be Taxed on Unrealised Gains in Super?"
["posted_time"]=>
string(27) "6 месяцев назад"
["channelName"]=>
NULL
}
["ktuaNnDkKok"]=>
object(stdClass)#6637 (5) {
["video_id"]=>
int(9999999)
["related_video_id"]=>
string(11) "ktuaNnDkKok"
["related_video_title"]=>
string(61) "Boomers, Tax & Super: Why Retirement Is So Divisive Right Now"
["posted_time"]=>
string(25) "3 месяца назад"
["channelName"]=>
NULL
}
["Q9An1Guxhy0"]=>
object(stdClass)#6625 (5) {
["video_id"]=>
int(9999999)
["related_video_id"]=>
string(11) "Q9An1Guxhy0"
["related_video_title"]=>
string(78) "Should You Pay Off Your Mortgage Early or Invest? | Financial Advisor Explains"
["posted_time"]=>
string(19) "1 год назад"
["channelName"]=>
NULL
}
["pU5ToaF4xyM"]=>
object(stdClass)#6626 (5) {
["video_id"]=>
int(9999999)
["related_video_id"]=>
string(11) "pU5ToaF4xyM"
["related_video_title"]=>
string(54) "5 ways to grow your super (AustralianSuper & HostPlus)"
["posted_time"]=>
string(25) "4 месяца назад"
["channelName"]=>
NULL
}
}
Why Predicting the Market Is a Waste of Time - What Really Drives Investing Success?
Why Are Aussies Draining Their Super Early? - The Real Risks Involved
What Happens When Markets Crash (And How to Keep Your Cool)
ETF Red Flags: 3 Warning Signs to Spot Before You Buy
SMSFs vs Direct Investment Options: Which One Should You Choose?
Family Trusts Explained: Are They Worth It for you?
Separately Managed Accounts Explained: Are They Worth It?
Бум в ИИ: все закончится новым кризисом? Экономический смысл с Олегом Ицхоки
The Best Financial Advice You’ll Ever Hear
New Vanguard ETFs Explained: Growth vs Income - Which Should You Buy?
Charlie Munger: Why The First $100,000 Is So Hard And The Next Is Easy?
How to live off dividends (building an income focused portfolio)
Lower Returns Ahead: Is the 60/40 Portfolio Dead?
Are you Wealthy? Smarter Ways to Review Your Portfolio
7 видов пенсионных инвестиций: от худшего к лучшему
Is Your Super Safe? Lessons from the First Guardian Collapse
Division 296 Explained: Will You Be Taxed on Unrealised Gains in Super?
Boomers, Tax & Super: Why Retirement Is So Divisive Right Now
Should You Pay Off Your Mortgage Early or Invest? | Financial Advisor Explains
5 ways to grow your super (AustralianSuper & HostPlus)