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Warrants and instalments course

The modules in this course have been structured to cover all aspects of the warrants market and allow you to progress through all topics or select a particular topic of interest.

We welcome your feedback on this course.

1. The mechanics of the warrants market

Estimated time to complete: 15 mins.

The mechanics of the warrants market - text version (pdf 1868.15KB)

Instalments

Learn about instalments. These courses cover the essentials of instalments from their structure and pricing, to strategies and their use in self managed super funds.

1. Introduction to instalments

Instalments are popular with investors because of their ability to offer geared exposure to shares and increased dividend yields. Learn the basics about how instalments work.

Estimated time to complete: 15 mins.

Introduction to instalments - text version (pdf 1160.89KB)

2. How to buy and sell instalments

Buying and selling instalments is straightforward. This module covers information on warrant codes, disclosure documents, issuers and important risks to consider when investing.

Estimated time to complete: 15 mins.

How to buy and sell instalments - text version (pdf 1012.57KB)

3. Instalment pricing

Understand how different factors influence instalment prices.

Estimated time to complete: 15 mins.

Instalment pricing - text version (pdf 571.38KB)

4. Instalment strategies

Instalments offer investors the ability to explore strategies of leverage, diversification, enhanced dividend yield and unlocking the value of a current shareholding.

Estimated time to complete: 15 mins.

Instalment strategies - text version (pdf 1151.02KB)

5. Instalment strategies for self managed super funds

Instalments hold special appeal for SMSFs. Learn about how they can be used to enhance dividends and franking credits.

Estimated time to complete: 10 mins.

Instalment strategies for self managed super funds - text version (pdf 376.39KB)

6. Self-funding instalments

SFIs are a variation on ordinary instalments. They offer geared share exposure with no ongoing interest payments. Learn about their unique features.

Estimated time to complete: 15 mins.

Self-funding instalments - text version (pdf 1328.88KB)

7. Rolling instalments

Rolling instalments are a variation on ordinary instalments. They offer a long term investment with the ability to maintain a constant level of gearing.

Estimated time to complete: 15 mins.

Rolling instalments - text version (pdf 857.84KB)