Self Managed Academy
A practical resource for managing money, investments, structures and tax. Each topic includes short explainers, examples, and checklists you can use straight away.
You should never trust a single resource for all your information, situations and rules can change causing information to become out dated and inaccurate. References and further reading are provided at the bottom of each academy page. The ATO provide great resources and explanations of how rules work, and if unsure you should always search the ATO first.
Self Managed provides general information only which you need to personalise for your own situation. If you are unsure get professional advice.
How to use the Academy
- Start with wealth roadmap to get organised before investing
- Review cost and tax to understand the rules and reduce leakage
- Build knowledge with asset categories and structuring to learn the building blocks and legal structures
- Select an approach in investment strategies to choose a method that fits your situation
- Monitor with market conditions to stay informed about market conditions
Market conditions
Our market indicators provide a summary of the economy right now, which might affect your investment decisions.
Wealth roadmapping
A simple sequence of actions to help you start building your wealth with Self Managed.
Minimising costs
Information on where you can avoid fees, and how small savings can help you grow wealth faster.
Minimising tax
Learn how to follow the law and improve your after-tax outcomes.
Understand asset categories
Find out about investment types like cash, bonds and property, and how they perform over time.
Financial structures
Learn about how companies, trusts and other structures can be used to optimise growth.
How to choose your investment strategy
Match your investments to your goals, your risk tolerance, available time and effort.
Self Managed guides
Find out about our tools, reports, templates and how to use them.