Is your “diversified” portfolio actually holding you back? In this episode of the Teaminvest Wealth Builders Podcast, Kerry Fleming is joined by CEO Andrew Corman and Head of Funds Management & Education Sanjee Narendran to revisit the concept of diworsification—Warren Buffett’s term for over-diversifying to the point where you dilute your returns and cap your upside. They unpack the gap between academic risk theory and real-world risk, explain why volatility is not the same as the risk o...
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Is your “diversified” portfolio actually holding you back? In this episode of the Teaminvest Wealth Builders Podcast, Kerry Fleming is joined by CEO Andrew Corman and Head of Funds Management & Education Sanjee Narendran to revisit the concept of diworsification—Warren Buffett’s term for over-diversifying to the point where you dilute your returns and cap your upside. They unpack the gap between academic risk theory and real-world risk, explain why volatility is not the same as the risk o...
Building an SMSF: Choosing the Right Trustee Structure
Teaminvest Wealth Builders
17 minutes
1 month ago
Building an SMSF: Choosing the Right Trustee Structure
Thinking about starting a self-managed super fund (SMSF) or optimising your current setup? In this episode, Kerry Fleming is joined by Meleena Mitchell, Head of SMSF at TIP Group, to break down everything you need to know about SMSF trustee structures. Discover the pros and cons of individual vs corporate trustees, how to avoid costly mistakes, and why your choice now can save you time, money, and stress in the future. In this episode: What is an SMSF trustee—and why does it matter?Individual...
Teaminvest Wealth Builders
Is your “diversified” portfolio actually holding you back? In this episode of the Teaminvest Wealth Builders Podcast, Kerry Fleming is joined by CEO Andrew Corman and Head of Funds Management & Education Sanjee Narendran to revisit the concept of diworsification—Warren Buffett’s term for over-diversifying to the point where you dilute your returns and cap your upside. They unpack the gap between academic risk theory and real-world risk, explain why volatility is not the same as the risk o...
