Скачать или смотреть Should You Invest Outside Super? Tax, Goals & Mortgage Trade-Offs

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.

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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.

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