Case Studies

Jess' important life milestones

In this section. Jess' important life milestones. Jess, like most of us, has big life goals, such as buying a house, furthering her education, travelling and retiring comfortably. But to achieve this, it's going to cost Jess money - money she

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Margin Loan case study

In this section. Margin Loan case study. A Margin Loan allows you to borrow money, in addition to your own, to invest in a wide variety of acceptable. investments, including shares, exchange traded funds, listed investment companies, and managed

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Rewards Plus case study

With Rewards Plus you can earn Qantas Points based on your loan balance. And best of all, Rewards Plus offers you uncapped points potential.

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Instalment gearing case study

Instalment gearing combines two investment strategies: borrowing to invest, and regular investing. By implementing a regular savings and investment plan you can progressively build an investment portfolio.

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Investment Funds Multiplier case study

In this section. Investment Funds Multiplier case study. Sandy contributed $40, 000 into a standard Margin Loan and borrowed $40, 000 to invest $80, 000 into Fund A, which has a maximum lending ratio of 75% assigned to it. Now let’ s assume that

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Covered calls case study

A covered call involves owning or buying a share and then selling a ‘call option’. The seller of a covered call needs to determine what price they are prepared to sell their shares at (the strike price). If they are comfortable to commit to a

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What happens in a margin call?

In this section. What happens in a margin call? A margin call occurs when the total amount owing exceeds the lending value by an amount greater than the Buffer. Active management of your facility can reduce the likelihood of a margin call occurring.

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Education savings plan

Along with nurturing and protecting children, a good education is a fundamental responsibility for all parents. Education costs vary greatly between states, districts, level and type of school. However, one consistent challenge is the

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Eliminate house 'fomo'

Many young Australians are suffering from house ‘fomo’. This buzzword – meaning ‘fear of missing out’ – is flippant in its origins; however, fomo accurately describes the state of housing affordability amongst gen Y, and the condition is

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