Education (advanced)

Education (advanced)

Six reasons to like RMBS

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)

Last chance for super contributions if you exceed the $1.6m cap – Part five

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 (advanced)

Bond yields for direct bond investors

Bonds are usually a very simple investment. In their most common form you lend your funds to a company or a government, and in return they pay you interest on set dates and return capital at maturity. But some bonds and hybrids have call dates which can add a level of complexity when quoting a yield

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