Issue #4 – 5th July 2019

1) Understands money (to get enough of it)

2) Innovative (developed problem solving skillset)

3) Control over their time and their life

 

Warning: This is controversial

Is your Kiwisaver scheme a mistake?  Your money, held in Kiwisaver, is secure and safe.  Obviously, if you are in a growth sector, the cash up value will rise and fall along with market movements.  If you think that just because you are allocating cashflow to a Kiwisaver scheme that retirement is sorted, your Kiwisaver scheme is a mistake. 

If you do not know what sector you are in and you are in a default sector, then your Kiwisaver scheme is likely a mistake, especially in the long run. 

The point here is that your Kiwisaver scheme is a good example of a transaction, as distinct from a comprehensive financial plan or overarching strategy and framework for long term financial success.

Very few people ever achieve real financial independence with a simplistic, transactional approach.

 

Financial Planning

Positioning for Success

Is an Airbnb a good investment?  The answer depends on your circumstances. It is not a bad way to generate cashflow but does require time and effort.  Using managers to manage day to day activity can be useful but of course, is a cost and takes away from the total return.  If the income is high enough ($60,000) that it needs to be registered for GST, the land and buildings will need to be apportioned between private and business use.  Should the property ever be sold to a non-registered person, then expect to pay GST on the full selling value.  There is a wash up transaction, but the net result is that you will probably pay 100% GST on any capital gain.  Check with your accountant for further details. 

 

 

Mindset Alignment

Align your behaviour with your goals

Your brain is the hardware, your mind is the software.  The software can be programmed.  The best place to start is with blind spots and myths.  Last week, I briefly mentioned the importance of blind spots.  These are the things that you don’t know that you don’t know.  Still, they are quite serious because you probably don’t know that you don’t know that you don’t know (with me so far?)! 

The next step is to think about what myths you unwittingly cling to that are sabotaging your / progress

 

 

Investing

Price is what you pay; value is what you get

Did you know that Britain is the only country, among many developed nations, where housing outperformed the share market?  Everywhere else, the share market outperformed housing.  Those statistics are from 1890 through to 2015.  That is a reasonable sample of data – wouldn’t you say?

So, should we all rush over to Britain and start investing in housing?  Yes is the wrong answer probably.  London is likely a key driver of that outperformance, as it is reputedly the most popular destination in the world.  The bottom line is that you and I are investing in the future, not in the past.  Best to build an investment portfolio of assets (rental property, direct shares and your own business) based on what we know works.  That is value investing

 

Don’t call it a dream, call it a plan but then go ahead and make a plan.”

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