Warrants & Instalments
For education on warrants & instalments, one of the the best places to begin is with the market operator itself, The Australian Securities Exchange (ASX).
moneymechanics. (and Scott Malcolm) through our membership of the Association of Independently Owned Financial Planners (AIOFP) is on the list of premium advisers who can receive referrals from the ASX to assist clients in starting their own direct equity portfolio.
The ASX have created a number of excellent interactive online classes, that have been structured to cover all aspects of the stock market and allow you to progress through all topics at your own pace, or select a particular topic of interest. These classes cover the essentials of investing in the stock market.
For your convenience, and with the kind permission of the ASX, we have listed these online classes below, and have provided the live links to each one. Simply click on the title of interest, and your away. This content was created and is owned by the ASX.
1. The mechanics of the warrants market
Estimated time to complete: 15 mins.
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.
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.
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.
3. Instalment pricing
Understand how different factors influence instalment prices.
Estimated time to complete: 15 mins.
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.
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.
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.
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.