Instreet Income Instalment Warrants

Earn more income from Australian Shares.

Instreet Income Instalments (“I3”) give you the opportunity to enhance your returns from Australian shares. I3 provides the benefits of an instalment warrant but with the potential to earn additional income over and above the dividends and franking credits you receive.

In a moderately growing market I3 will give you the potential for better returns from your shares.

As well as any potential dividends and associated franking credit entitlement, you will receive additional income paid quarterly. We can pay you this additional income because you forgo potential growth on the underlying shares over 10% each year, which in a moderately growing market can be an effective way to enhance your income. The additional payment amount is set on the issue date and then reset annually.

An investment in I3 may suit you if you would like:

  • the potential for yields of between 11.8% and 28.9% fully grossed up for franking credits on your investment (dividend, share prices and periodic payment estimates as at 8 March 2011);
  • additional income as well as dividends and associated franking credits;
  • to unlock cash from your existing share portfolio without triggering CGT;
  • to borrow to invest in the Australian share market without complicated loan documentation or credit checks;
  • an investment that is listed on the ASX.

I3 may be suitable if you are investing with a moderately positive long-term view on the Australian share market and are experienced in investing in instalment warrant products.

Please contact us for further information


Important information

This website has been prepared by Instreet Investment Limited ACN 128 813 016 AFSL 434776 (Instreet).  The information may be based on assumptions or market conditions and may change without notice. This may impact the accuracy of the information. In no circumstances is the information in this Document to be used by, or presented to, a person for the purposes of making a decision about a financial product or class of products.

The information on this website is provided for the use of licensed financial advisers only. The information is general advice and does not take into account any person's particular investment objectives, financial situation or investment needs. If you are an investor, you should consult your licensed adviser before acting on any information contained in this website.

Issuer and PDS: Although Citi Group Global Markets Australia Pty Ltd ABN 64 003 114 832, AFSL 240992 (Issuer) has consented to the inclusion of its name in this document, this document is not prepared or issued by the Issuer or any of its affiliates. Neither the Issuer nor any of its affiliates makes any representation or warranty, express or implied, regarding the investment performance of the I3 Warrants, the suitability of the I3 Warrants for any investor, or the accuracy, completeness or adequacy of information in this website.

Neither the Issuer nor any of its affiliates accepts any liability in connection with these matters. The I3 Warrants are offered in a product disclosure statement dated on or around the 7 November 2011 (PDS). The PDS will be available from Level 2, 11 Bulletin Place, Sydney, at the website or by phoning 1300 954 678. In deciding whether to acquire or continue to hold and investment investors should obtain the PDS and consider its contents.


Neither Instreet nor EA Financial LP are part of the Citigroup Inc. group of companies.  Instreet is not the agent or representative of any member of the Citigroup Inc. group of companies and acts on behalf of EA Financial, LP. No person (including Instreet) has been authorised by the Issuer, or any other Citigroup Inc. company to give any information or make any representations in connection with the offer which is not in this PDS and if given or made, such information or representation must not be relied upon as having been authorised by the Issuer, or any other Citigroup Inc. company.

General advice warning: The information contained on this website is general information only. It has been prepared without taking account any potential investors’ financial situation, objectives or needs and the appropriateness of this information needs to be considered in that context.  Advisers must form their own views on whether the Product is appropriate after considering their clients’ objectives, financial situation and needs. We recommend you seek your own legal and taxation advice. No responsibility or liability is accepted by Instreet or any third party who has contributed to this website for any of the information contained herein or for any action taken by you or any of your officers, employees, agents or associates.

Past performance: Past performance is not a reliable indicator of future performance.