Smsf Investor Services - PowerPoint PPT Presentation

About This Presentation
Title:

Smsf Investor Services

Description:

SMSF Advisory can assist in creating “Sophisticated Investor Status” for qualifying persons and or companies so as to take advantage of Special Offerings from time to time under section 708 of the Corporations Act. – PowerPoint PPT presentation

Number of Views:28
Slides: 17
Provided by: smsfadvisory
Category: Other

less

Transcript and Presenter's Notes

Title: Smsf Investor Services


1
Smsf Investor Services
2
(No Transcript)
3
Provide Financial Product
Australian Securities Exchange (ASX) listed
securities ASX Listed Warrants, including
currencies, Gold and especially Instalment
Warrants suitable for SMSFs ASX listed ETOs (
Exchange Traded Options) including Indexes Put
Option insurance ASX listed ETFs (Exchange
Traded Funds) including commodities Deposit and
Payment products including provision of Cash
Management Trusts Debentures, stocks or bonds
issued or proposed to be issued by a
government Interests in managed investment
schemes Superannuation (SMSF) advice in
establishing investment portfolios
4
(No Transcript)
5
(No Transcript)
6
Retail And/Or Wholesale Clients
SMSF Advisory can assist in creating
Sophisticated Investor Status for qualifying
persons and or companies so as to take advantage
of Special Offerings from time to time under
section 708 of the Corporations Act.SMSF Advisory
have in the past been primarily involved with the
junior resource sector because of the markets
attraction to that area and high commodity
prices, in recent times our activity has been
dominated by the Blue Chip and top 200 sectors.
7
(No Transcript)
8
(No Transcript)
9
Self Managed Superannuation Funds
SMSF Advisory can assist Trustees in creating a
portfolio of investments in accordance with the
Funds Investment Mandate to achieve the
retirement needs of the members, together with a
Portfolio service and trading reports that save
considerable funds at year end accounting periods
and provide instant visual assessment of your
current position.
10
(No Transcript)
11
(No Transcript)
12
International trading
Trading in shares and ETFs provide a greater
selection of products to investors, such as
Johnson Johnson, Nestles, Toyota, China Mobile
and others which Australian investors would not
normally have access to, as well as commodities
and currencies. A big attraction to junior
investors is the Gold and Commodity shares on the
Canadian markets as well as the various
Biotechnology stocks on the USA markets.
13
(No Transcript)
14
(No Transcript)
15
(No Transcript)
16
For more update , visit us
https//www.smsfadvisory.com/investor-services
Write a Comment
User Comments (0)
About PowerShow.com