Eon Financial Group Smsf Podcast

EON 45: Self Funding Instalment Warrants

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Sinopse

EON speak to Rob Hay from Westpac Specialist Investment Solutions about Self Funding Instalment Warrants.Self Funding Instalment Warrants can be used by trustees for leveraged long term exposure to listed companies and Exchange Traded Funds. The advantages of Self Funding Instalment warrants include increased exposure for your portfolio, no margin calls and a limited recourse loan. The disadvantages include increased risks by using borrowed funds, you pay for the cost of the protection through put options and they are time bound which means you must make a decision at expiry.We discuss all these issues and more...Compound your wisdom!