The Benefits Of Investing Through SMSF Advisory Are

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.

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.

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.

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.