BONDS ADD DIVERSITY

BONDS ADD DIVERSITY

Portfolio studies have shown uncorrelated assets will increase expected returns over time.

PRESERVE YOUR CAPITAL

PRESERVE YOUR CAPITAL

Why have savings fluctuate with share prices, instead lock in a bond’s face value to receive at maturity.

GAIN TRANSPARENCY

GAIN TRANSPARENCY

Unlike in a managed funds, iBonds will enable you to know exactly what issuers you have exposure to.

CONTROL & FLEXIBILITY

CONTROL & FLEXIBILITY

Directly increase/reduce fixed income exposure to those companies and industries you prefer.

REMOVE FUND FEES

REMOVE FUND FEES

iBonds is a pay as you use investor directed portfolio service, so no fees for fund performance or management.

VALUED INCOME STREAM

VALUED INCOME STREAM

iBonds will enable you to build a bond portfolio to complement your cash or income needs.

LONG-TERM FOCUS

LONG-TERM FOCUS

Don’t be trapped by Fund Managers who are forced to maximise short term gains, use iBonds instead.

GAIN TAX ADVANTAGES

GAIN TAX ADVANTAGES

CGT occurs in a bond fund when a sale is forced to pay for a members’ redemption. With iBonds you have the control.

BONDS TO SELECT:

iBonds provides access to the leading bond issuers in the Australian Bond Market and more than 500 bonds on issue with both fixed and floating rates across maturity horizons over 1-20 years.

INFRASTRUCTURE

Bonds are vital to supporting the development of infrastructure projects in Australia

ENERGY & MINING

Engery covers companies developing oil, gas, wind farms, solar projects and integrated power

LOCAL BANKS

Banks use bonds to raise funding for their lending activities, such as issuing new mortgages.

INTERNATIONAL CORPORATIONS

International Corporates are able to issue bonds in Australia to help fund their activities here and abroad.

LOCAL CORPORATIONS

Domestic companies look to bonds as a more economic way to borrow funds than a simple loan from the bank

FOREIGN BANKS

The Australian financial landscape has a global flavour with many foreign related banks issueing bonds.

PROPERTY & DEVELOPERS

The Developers and Property Trusts often need to leverage into new projects by issuing bonds to fund the delivery.

SUPRANATIONAL

Sovereign owned organisations also issue bonds into the Australian market, as do Supranational's like the World Bank.

GOVERNMENT & SEMI

The Commonwealth Government, State & Territory and Semi-Governments can issue bonds to fund their commitments.

LATEST POSTS

How the Australian bond investment revolution is uncovering the missing asset class.

05/05

iBonds gains momentum

Interest in using iBonds as the chosen mode to access the bonds market for small to medium size investors...

Comments in the News:

In a volatile investment climate, fixed interest funds offer SMSF investors reduced volatility, capital preservation and regular income distribution with potential for capital growth. The last decade bears the latter claim out as fixed interest also outshone shares in investment performance terms.

Money Management – Quote by Peter Dorrian - Wealth Manager

SMSFs currently invest heavily in cash and Australian equities, but hold very little in middle ground assets that provide better returns than cash but better protection than equities.

James Fernyhough – Financial Standard

The Financial System Inquiry should look into ways of making direct investment in infrastructure and corporate bonds more accessible to self-managed super funds (SMSFs).

SMSF Professionals’ Association of Australia (SPAA) – SPAA

Former Treasury Secretary Ken Henry called for a radical rethink of the investment strategy of the multi-trillion dollar superannuation sector, urging investors to reduce their exposure to shares and increase bond holdings. [Fin.Review]

Ken Henry – Former Commonwealth Treasury Secretary

The highly anticipated iBonds will give a much needed avenue for investors and SMSF trustees alike to purchase direct ownership in bonds from competitive OTC market access, empowering self managed funds to be more diversified.

David Larratt – Director, Larratt Asset Group