Peter Koulizos - Property Vs Shares: Discover Your Knockout Investment Strategy

About the authors

Peter Koulizos

Peter The Property Professor Koulizos is coordinator of the property and share investment courses for TAFE SA. He also teaches in the Victoria University property investment workshop in Melbourne, Sydney and Brisbane. In addition to his teaching in property investment, he teaches property, valuation and property economics at the University of South Australia. Peter holds a teaching degree, a graduate diploma in property and a master of business (property). Peter also personally invests in property and currently holds several investment properties. Peters previous book is entitled The Property Professors Top Australian Suburbs .

Zac Zacharia

Zac Zacharia is founder and managing director of a financial services business, the Centra Wealth Group, through which he provides financial planning, investment advice and education services to his clients. Before founding Centra Wealth, Zac had worked as a senior private client adviser at one of Australias most respected financial services businesses. He lectures to students of the share investment course at TAFE SA as well as providing training services to students and members of Kaplan. He is a sought-after speaker and regularly contributes articles and investment opinions to numerous publications.

Zacs qualifications, together with his personal investment and trading experience have provided him with the street smarts and intuition to understand how global investment markets interact, so as to provide dynamic investment strategies for his clients and fulfil his passion for helping people change their lives financially for the better.

Acknowledgements

This book would not have been possible without the help of a number of specialists that we consulted. A big thank you to:

Dom Cosentino, Partner, Kennedy & Co Chartered Accountants, for his contribution to the chapters on tax.

Matt Davis, licensed mortgage broker, Property Planning Australia, for his input into the property finance section.

Steve Russo, Partner, Kennedy & Co Chartered Accountants, for his specialist knowledge of self managed superannuation funds.

Sean Ryan, Director, FBR Law, for his contribution to the discussion of legal issues in relation to property and the advanced property investment strategies.

Introduction

Finally, here is one comprehensive book that covers both property and share investment! Many books deal with property or shares, but this is the first to provide the facts about both of these asset classes, side by side, in a tell-all, no-holds-barred style.

Is one kind of investment better than the other? Does one provide more capital growth? Is one better for income? What about the risks? This book will dispel the myths and break through the misinformation about both of these asset classes. You will learn the facts, benefits, risks and much more about each of these investments so that you can decide for yourself which, if not both, is good for you.

Our motivation behind writing the book is to help answer the endless stream of questions we are asked regularly that boil down to: Which is the better investment property or shares?

We believe that a lot of people have a vested interest in promoting either property or shares but we would like to present the facts on both so that people can formulate their own opinions.

This book:

is set out in an easy-to-read format

is divided into succinct chapters, covering issues related to both property and shares

is written by professionals who not only teach but also personally invest

provides helpful tips on what to buy, and when to buy

includes details on what to look out for, such as property and share investment scams

provides an unbiased point of view on both asset classes

includes case studies that aim to provide guidance to readers on their investment strategies

is supported by our website at www.propertyvsshares.com.au.

Property Vs Shares is intended to serve as a reference guide to potential and existing investors in each asset class. Whether you have already invested in shares or property, or you are just starting to consider investing in these assets and want to find out about the risks and benefits of each, this book provides the necessary information to help you make an educated and informed decision based on your own investment goals.

Our website

We have created an exclusive website for readers of Property Vs Shares to supplement your learning beyond your reading and study of this book. The website address is www.propertyvsshares.com.au.

It includes a bonus chapter available for you to download that contains our top picks for property and shares until 2020. Through our website we will keep the material in this book up to date and relevant and continue the debate about which is best: property or shares!

Our website will also keep you updated as to our current opinions on the property and sharemarket, as well as provide you with a wealth of resources and helpful hints and tips.

Disclaimer

The information presented in this work is general in nature and of an educational and informative nature. It has been prepared without taking into account your objectives, financial situation or needs; therefore, before you decide to act on any of the suggestions and strategies that are contained in this book, you should consider their appropriateness having regard to your objectives, financial situation and needs. This work is sold with the understanding that neither the authors nor the publisher are engaged in rendering legal, financial, accounting, tax, or other professional services. If professional assistance is required, the services of a competent professional person should be sought.