Investing compass is brought to you by Morningstar Australia. We’ll run through the fundamentals of investing, taking a deep dive of concepts and offer practical explanations, tools and resources that will allow you to invest confidently. The information contained in this podcast is general in nature, it does not take into consideration your personal objectives, financial situation or needs.
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Helping family members financially is common. Parents may contribute to a house deposit, grandparents might support education costs, or relatives may step in during difficult times. But financial gifts can have far reaching consequences that are easy to overlook. In this episode, we explore the key issues investors should consider before transferring money or assets to loved ones.
You can find the full article here.
Would you like more free insights from Mark, Shani and the rest of the Morningstar team? You can find them here.
A message from Mark and Shani
For the past five years, we’ve released a weekly podcast to arm you with the tools to invest successfully. We’ve always strived to provide independent, thoughtful analysis, backed by the work of hundreds of researchers and professionals at Morningstar.
We’ve shared our journeys with you, and you’ve shared back. We’ve listened to what you’re after and created a companion for your investing journey. Invest Your Way is a book that focuses on the investor, instead of the investments. It is a guide to successful investing, with actionable insights and practical applications.
The book is now available! It is also available in Audiobook format from most sellers.
Purchase from Amazon or Purchase from Booktopia
To submit any questions or feedback, please email mark.lamonica1@morningstar.com or leave us a voicemail to feature on the podcast here.
Audio Producer and mixer: William Ton.
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