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ASX/RBS - Self funding Instalments Series

Instalments are one of the only eligible forms of gearing than can be used in an outside of Self Managed Super funds (SMSFs).  As such the enhanced income and franking credit streams can be attractive for SMSFs and other investors. Franking credits can be used to create an ‘earnings shelter’ and offset tax on other income earned by the fund. An added benefit is that certain strategies allow you to earn extra income whilst minimising your capital outlay.

Join ASX, E*TRADE, RBS and Super concepts as we run through how to set up an SMSF, the mechanics of Self funding Instalments (SFIs) and what you would need to understand prior to investing.

About the roadshow
The roadshow presentations are free to attend and will provide an opportunity for investors to learn how to:
- Learn the basics of ASX instalment warrants – how they work?
- Learn about strategies that can be used to benefit your portfolio
- How SFIs can be used in SMSFs
- How to set up an SMSF
- How to ensure your fund complies to invest in SFIs

This is your opportunity to attend a face-to-face investment presentation with like-minded investors and to speak with ASX education experts and Instalment warrant issuers. Warrant issuers will provide expert commentary on instalment products and strategies.

Who should attend?
All investors are invited to attend, a background on regular investing in the sharemarket is recommended. Prior to attending a basic understanding of the ASX instalments market can be obtained by completing the online instalment courses.

Advisers are welcome to attend and CPD points are available.

How to register
Register by selecting the city below that you would like to attend the presentation in.

 

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