Case studies illustrate possible use of our products
Case studies examples can assist in understanding our suite of products. Case studies provide example of possible uses of our products for illustrative purposes only. Your individual circumstances will determine if a product is suitable for your personal situation. The example below however can assist in how to evaluate our products to determine if they are suitable.
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Instreet Income Instalments Contribution Shelter
IntroductionJustin has recently established his personal Self Managed Super Fund (SMSF). Justin is looking for a geared investment into equities so that the majority of his funds can remai more (16 September 2011) -
A defensive strategy with the potential to capture upside
visit more Case StudiesThe challengeIn volatile and uncertain market environments investors may be looking for defensive portfolio strategy. Although investors may be happy to sacrifice returns in or more (26 August 2011) -
Link DPA - Having difficulty getting clients to allocate from cash to equities
visit more Case StudiesIntroductionSome advisors are finding that their clients are still reluctant to invest into the Australian or world equity markets. They prefer to maintain their cash posi more (29 April 2011) -
Link DPA - Need exposure to Asian markets (ex Japan)?
visit more Case StudiesIntroductionJohn has become disillusioned with his unhedged international equity exposure. Not only has its value been affected by the GFC but it has also lost value due t more (28 April 2011) -
Instalments in portfolio construction
visit more Case StudiesIntroduction:James is seeking a portfolio of high-yielding stocks in which to invest an extra $100,000 which is in his SMSF which is in pension phase. He has taken the vie more (24 April 2011)
