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Looking for a sure thing
Most products have seen huge outflows and limited inflows during the last 2 years. Investors have favoured the certainty offered by term deposits over the increased uncertainty offered by the markets.
As a result, providers have learnt to structure their products to cater for investor needs, offering both certainty and the opportunity for capital growth. The continued inflows to structured products has led to a large array of capital protected products coming to market.
In addition to our end of year focus and comparison of margin loans and tax effective investments, this issue scrutinises capital protected products, allowing investors greater insight and understanding of the investments currently available. |
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Editorial - Looking for a sure thing |
| Until recently, I had always thought of capital protection as an alternative to equities. However, a recent conversation made me consider if capital protection can provide an alternative to those disenchanted with bank deposit interest rates. |
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| Commission Rebates - Offer Launch |
| The launch of our trail rebate program means that nearly all investors are able to enhance their portfolio retruns by simply switching brokers. |
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| Reading between the lines of Capital Protection |
| We shed some light on the various capital protected structures currently flooding the market, how to compare them and some of the pitfalls to avoid. |
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| Why increased volatility = bad news for threshold managed (CPPI) capital protection |
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We consider why some capital protected structures offer little value to investors in an environment of increased volatility |
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| Capital Protected Comparison Tables |
| We've done the hard yards for you, allowing you to compare the key features of current products in the market |
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| Tax Effective Investing - MIS |
| With much of last year's turmoil relating to bad management and overall debt levels, we consider the viability and debt management of some of this year's offers as well as highlighting some of the key things to look for in a tax effective investment. |
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| Tax Effective Comparison Tables |
| Download a quick overview of this year's tax deductible MIS offers. |
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| Margin Lending Overview and Comparison |
| The credit crunch has had a severe impact on the margin lending industry. Many lenders have become cautious, whilst others see this as an opportunity to gain market share. Never has it been so good for investors to shop around for a lower rate and higher LVR. |
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| Latest Performance Tables |
| Our fund performance tables highlight the key managed fund and superannuation performance over the last 12 months. |
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