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Envision Financial Canberra @UC7mpDqX07YhKcEuNDDUZTTQ@youtube.com

5.1K subscribers - no pronouns :c

Envision Financial is a Canberra based financial planning fi


20:37
How to use your super to fund your insurance & check your cover to ensure it's enough!
19:42
Luke on 2CC – How to use superannuation to fund your insurance and is your cover still right for ...
18:24
How to create a portfolio outside of super and limit cashflow waste
17:14
Luke on 2CC – Investing outside of Super
18:09
How splitting your super could mean you get it sooner! Super splitting is a retirement strategy.
18:07
How to take your PSS pension at retirement - Do you know all the options available to you?
17:05
Luke on 2CC – The super splitting strategy and your retirement goals!
19:53
How to make the most of the Trump Effect on investment markets?
16:50
Luke on 2CC – Do I have to take a full pension from the PSS when I retire?
18:51
Luke on 2CC – How to make the most of the Trump effect with your investments?
16:52
What happens to my super when I retire? How do I draw an income to live a good retirement life?
15:43
Luke on 2CC – What happens to my super when I retire?
18:04
Gearing your portfolio to leverage growth: How to do it? What to consider?
16:54
Luke on 2CC – Gearing your portfolio: How to do it and what to consider?
19:24
Misconceptions of superannuation that could be costing you money and opportunities in 2025
18:26
Luke on 2CC – Misconceptions around money in 2025
19:20
How to use a combination of Shares and Exchange Traded Funds (ETFs) in your Investment Portfolio
18:07
Luke on 2CC – How to use Shares and ETF’s
18:30
Kids paying tax on a super inheritance: How to avoid this tax by reducing your taxable component
17:29
Luke on 2CC – Do kids pay tax on a super inheritance?
17:59
How to use an in specie transfer to boost your super for your retirement.
19:23
Total Super Balance - How does it impact adding to super and affect your retirement planning?
18:37
New year resolutions: Set yourself up for success in 2025!
18:57
Know your Transfer Balance Cap before you retire - Tax free money and your retirement options!
19:31
Luke's Christmas Spending Tool Kit - Christmas without blowing the budget!
20:23
Avoid tax in super on your death so your kids don't get penalised! The Re-contribution Strategy!
19:42
Is now the time to take profit from your investment, super or pension portfolio? How do you do it?
18:47
How much does a SMSF really cost? Financial Planner Luke Smith explores SMSF costs.
19:12
How to limit USA issues impacting your portfolio in 2025. Australian Financial Planner Luke Smith.
20:18
Top tips for working with a financial planner effectively
19:21
Investment options outside of super so you don't miss out! Luke Smith on Investment pathways.
16:52
Emergency Fund and Income Protection Cover - How will you manage risk for yourself and family?
19:19
Does the system work for retirees and those who need aged care? Investing and the election.
19:51
How to minimise tax on the sale of an asset - Strategies to lower the capital gains tax
19:04
Is Negative Gearing Dead - How it will impact you and your investments?
18:19
How to salary sacrifice and make personal deductible contributions at same time to lower your tax
19:40
Are converting preference shares or hybrid shares part of your investment portfolio? Watch now.
19:09
Gifting and Centrelink - What you should know if you receive or want to receive the Age Pension
18:10
How to get the maximum into super and lower your tax
16:59
How to use an interest only loan and still pay off your investment property
19:08
Are you maximising your PSS Pension? When you take a PSS Benefit, is a full pension right for you?
17:35
Could you use a Testamentary Trust to reduce tax for your kids? Many people don't think about it!
16:58
Kick start your new financial year! It's a great time to set new goals and review your spending.
18:54
Control your risk in your super - is there too much risk? Review your super now for your retirement
17:13
Should I open an Self Managed Super Fund (SMSF) in July or not? Why would you consider a SMSF?
19:22
Should I sell my investment property and put the money in super? It depends on a range of factors!
20:03
How do I get a super tax deduction before June - the steps to ensure you lower your tax this year!
19:22
How to set up your kids financially without even realising it, start something a little sooner!
19:00
Should I start a pension before EOFY to maximise my strategies?
17:52
Should I add money to super in June & what are my options? Don't miss out on your EOFY opportunities
19:03
How much can you earn under the Centrelink Income Test? Know the rules before you retire!
19:39
Understand the Centrelink Asset Test to create greater retirement income certainty. The rules matter
18:17
Luke on 2CC – What is the Centrelink Income Test?
19:28
Exchange Traded Funds - Use them to your advantage inside super!
18:47
Is 10% to the PSS the only option you have - don't miss out on deductions because you assume so?
18:56
Does the transfer balance cap impact you and your super?
19:49
How to invest in strong markets with record prices?
18:45
Risk and your investment portfolio - Let's take a closer look at the key risk factors to consider!
19:27
Misconceptions around transition to retirement - Continue to work and access your super too!
20:09
Misconceptions around super death benefits - What happens to your super or pension account?