Funds Focus Newsletter January 2013
Wealth Focus

Woolworths Notes II – Analysis

Woolworths has just announced the launch of a new income offer: Woolworths Notes II.The first round of access is through a broker firm allocation, prior to general offer and institutional offer before listing in November.

The Notes will pay a quarterly coupon at 3.25%-3.50% over the 90 day bank bill swap rate (BBSW), 4.76%  as of 17th October, with an initial indicative rate of 8.01%-8.26%pa. (The first quarter’s pricing is due to be set on date of issue) and are expected to redeem 24th

IPO, Woolworths, review, notes

Macquarie Almond Project 2011 Rebate Offer

Tax Effective Investment – Closes 15th June 2011

Macquarie Almond Project 2011 (7% Rebate)

Macquarie’s Almond Investment Project provides investors with the opportunity to potentially earn annual harvest income and diversify their portfolio in a potentially tax efficient manner.

With many of the previous providers no longer offering tax deductible investments in agribusiness, this year’s focus has switched to the financial strength of the investment provider and projects that

IPO, investment, Rebate, Tax, macquarie almond project

Margin Lending – 2011 Pre-paid offer

Margin Loan (7.65% – 1 year fixed rate)

Margin Loan
(7.65% pre-paid rate)

With the end of the tax year fast approaching, tax effective investment strategies are once again in the forefront of investors thoughts.

Those considering taking up a new loan or re-financing their existing loan would do well to consider shopping around. Our analysis of current market offers shows that rates can vary significantly depending on the loan size and provider.

Pre-paid rates at 7.65% for all

Margin Loan