WorksheetsAdvice
Total questions: 11
Worksheet time: 6mins
Who is the Queen Boss?
Sam
Josh
Wally
Who are the Paraplanning Wizards?
Sam & Josh
Brad & Stu
Vivi & Thariq
Tesha & Tom
Who is our Implementation Guru?
Brad
Ray
Wally
Shiela
How long should you hold an investment bond to gain the most tax effectiveness?
5 years
8 years
10 years
12 months
As a young accumulator, who is 35 years old and has a good idea of investment products and a long term time horizon, what would be the most appropriate risk profile?
Moderate
High Growth
High Growth and lots of Crypto
Conservative
What is the Superannuation Concessional Contributions Cap?
300,000
25,000
27,500
330,000
In regard to investments, what is a passive investment strategy?
Tracking the return of a particular country
Tracking the return of a particular index
Tracking the return of a particular sector
All the above
What exemptions, concessions or reductions do Victorians have access to in Victoria?
First Home Super Saver Scheme
First Home Owners Grant
Victorian Stamp Duty Concessions
First Home Loan Deposit Scheme
All the above
What are the main reasons for recommending a family trust?
Because we love our families
To protect our assets and tax advantages
Because Josh said so
Because we like the graphs that Josh drawss
Who is the smartest, most brilliant property team on the planet?
Tom & Shiela
Wally Winston
The Australian Government
Brad & Stu
Who manages our members, and supports the team in the most wonderful manner?
Tesha, CJ & Weynn
Superman
Super Ted
Captain Planet
