SMSF Investing Education & Strategies
Warrants and instalments
ASX Online Education
For education on warrants & instalments, the best place to begin is with the market operator itself, The Australian Securities Exchange (ASX). The ASX have created a number of truly excellent interactive online classes, that have been structured to cover all aspects of the warrants market and allow you to progress through all topics at your own pace, or select a particular topic of interest.
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.
The mechanics of the warrants market
The warrants market has a range of different structured products. This course provides a general overview of warrant concepts and the warrant market.
Estimated time to complete: 15mins.
The mechanics of the warrants market - text version (PDF 1.5MB)
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: 15mins.
Introduction to instalments - text version (PDF 1.4MB)
2. How to buy and sell instalments
Buying and selling instalments is straightforward. This course covers information on warrant codes, disclosure documents, issuers and important risks to consider when investing.
Estimated time to complete: 15mins.
How to buy and sell instalments - text version (PDF 1.0MB)
3. Instalment pricing
Understand how different factors influence instalment prices.
Estimated time to complete: 15mins.
Instalment pricing - text version (PDF 495KB)
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: 15mins.
Instalment strategies - text version (PDF 1.0MB)
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: 10mins.
Instalment strategies for self managed super funds - text version (PDF 301KB)
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: 15mins.
Self-funding instalments - text version (PDF 1.2MB)
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: 15mins.
Rolling instalments - text version (PDF 829KB)
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