Fixed Interest Securities - PowerPoint PPT Presentation

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Fixed Interest Securities

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SMSF Advisory offers a variety of fixed interest investment options that provide you with the highest return while matching your liquidity requirements. Fixed interest products including term deposits, bonds and floating rate notes often play an important role in our clients’ investment strategies – PowerPoint PPT presentation

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Title: Fixed Interest Securities


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Fixed Interest Securities
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SMSF Advisory offers a variety of fixed interest
investment options that provide you with the
highest return while matching your liquidity
requirements. Fixed interest products including
term deposits, bonds and floating rate notes
often play an important role in our clients
investment strategies. In times of increased
market volatility, fixed interest investments act
to provide a stabilising influence whilst
delivering attractive rates of return.
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Term Deposits
SMSF Advisory offers a unique term deposit
service for our clients (minimum investment
100,000) enabling our clients to invest easily
and efficiently with a wide range of major
financial institutions and banks. Clients find
this service useful to assess available market
interest rates and for the efficient execution of
the necessary paperwork.
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The benefits of investing through SMSF Advisory
are
An investment that is simple and easy to
understand Access to interest rates selected from
the majority of banking and deposit-taking
institutions in Australia The certainty of a
fixed rate of return over an agreed period of
time Investment terms from one month to 5
years A Term Deposit Rate Sheet is emailed to
you with current interest rates from a range of
banks for a variety of maturities Special
interest rates will be advised as and when
available On maturity, a simple instruction to
rollover, mature or change banking institution is
all that is required Reporting is available
depending on which service is utilised.
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Listed Fixed Interest
The ASX listed fixed interest market now includes
both hybrid securities (fixed interest securities
with equity characteristics) fixed and floating
rate securities and government securities. SMSF
Advisory is regularly appointed joint manager on
Initial Public Offerings (IPOs) in the listed
fixed interest market, ensuring our clients have
priority access to new issues, adding diversity
in client portfolios through a range of blue-chip
Australian corporates and banks. As a key
arranger in this significant, emerging Australian
market, SMSF Advisory is now a major participant
in the secondary market trading of these
securities. This ensures our clients have access
to all the transparency and liquidity that the
ASX can provide.
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Unlisted Fixed Interest
SMSF Advisory has established a strong presence
in the unlisted or professional fixed income
market. This provides clients with access
to Corporate and bank, senior and subordinated
bonds Inflation linked bonds Structured
notes Additionally, SMSF Advisory has the
ability to trade bonds issued by Australian banks
and corporates in a range of foreign currencies.
We can provide custodial services, thereby
including clients fixed interest positions in
their reporting, depending on which services
clients utilise. This adds to the existing
capabilities in the ASX listed fixed interest
market, providing our clients with a greater
choice of securities in which to invest, and
access to notes higher in the capital structure
senior and subordinated debt.
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For more update , visit us
https//www.smsfadvisory.com
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