Education (advanced)
Higher risk bonds come with additional protection which is important to understand. A detailed analysis of covenants is a crucial part of credit analysis and important in understanding a bond issue’s overall credit risk profile
Education (advanced)
This is the last article in our series on the super changes. Links to the other five notes are available at the end of this note
Education (advanced)
It’s worth doing the maths on Residential Mortgage Backed Securities (RMBS) for those of you wanting to increase your investment grade allocation or looking to re-invest some of those Swiss Re maturities. This note includes a link to an educational webinar
Education (advanced)
The amount you can contribute to superannuation changes from 1 July 2017. This note explains the after tax, non concessional contributions you can make in the 2016/17 financial year and the future allowance. This is important for many high net worth individuals because this may be the last chance they can contribute up to $540,000 per person before the end of the financial year
Education (basics)
Asset values have been increasing over the last six to twelve months. You may now qualify as a wholesale client, which would allow access to a greater range of bonds, including FIIG originated deals at first issue and foreign currency bonds
Education (advanced)
One of the new Turnbull-Morrison superannuation concepts is the Total Super Balance. In this note, Tony discusses what is included, how it is calculated, and also how it is used
Education (advanced)
In this article, we continue our journey through the Turnbull/Morrison super changes. Our topic this week is the new important concepts called the Transfer Balance Cap and the Transfer Balance Account. These two concepts start on 1 July 2017
Education (advanced)
The Morrison super changes are dramatic and far reaching. One of the areas that is causing most interest is the CGT uplift that might adjust the cost base of a super fund asset. This article will help you understand how the rules work
Education (basics)
With the recent volatility in equity markets, it is a timely reminder that investors should always have a plan that includes protection against unexpected future events. In this note we provide nine considerations for building a diversified, defensive bond portfolio
Education (advanced)
Australia looks set to introduce a new class of bond – non preferred senior. We look at what non preferred senior is, whether it’s the new Tier 3 many investors have been waiting for and what the implications are for the Australian bond market