Jonathan Sheridan

A chartered accountant, Jon has been working in investment markets for over 15 years, mainly for global investment banks. Before joining FIIG, he had a short stint as a stay-at-home Dad. Most recently, he was a private banker at Credit Suisse, advising individuals and families on multi asset class investment strategies and opportunities. Jon joined FIIG in 2013, and now specialises in fixed income for private clients and leads that side of the business. 

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At FIIG

EOFY 2026 - Time to Tidy Up Your Portfolio

It’s important for investors to periodically review their portfolios and make sure it is still fit for purpose and behaving as the investor intends. Coming up to the close of the financial year or soon after is an ideal time to review your portfolio as there is a hard milestone for tax purposes and also for valuations.

Understanding inflation-linked securities

Inflation-linked bonds offer inflation protection by keeping cashflow paid to investors in step with the rate of inflation. This is an important consideration for investors looking to protect their spending power against destructive inflation. Inflation can be a major risk for wealth erosion and depletion of savings in real terms.

Understanding the Bank Bill Swap Rate for bond investors

The Bank Bill Swap Rate, commonly known as BBSW, is the most common measure of short-dated interest rates in Australia. Strictly speaking, it is the rate at which Australia’s prime banks borrow money for short periods, like three months or six months. BBSW is normally near, but just above, the RBA cash rate.

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