Capital Investment is licensed to:
Provide financial product advice and deal in the following classes of financial products:
- Australian Securities Exchange (ASX) listed securities
- ASX Listed Warrants, including currencies, Gold and especially Instalment Warrants suitable for SMSF’s
- ASX listed ETO’s ( Exchange Traded Options) including Indexes & Put Option insurance
- ASX listed ETF’s (Exchange Traded Funds) including commodities
- Deposit and Payment products including provision of Cash Management Trusts
- Debentures, stocks or bonds issued or proposed to be issued by a government
- Interests in managed investment schemes
- Superannuation (SMSF) advice in establishing investment portfolios
- International shares on all major exchanges Globally
- International ETF’s on exchanges Globally including Indexes, commodities & currencies
- Leveraged Investing including Margin Lending
Retail and/or Wholesale Clients
Capital Investment can assist in creating “Sophisticated Investor Status” for qualifying persons and or companies so as to take advantage of Special Offerings from time to time under section 708 of the Corporations Act.
Capital Investment have in the past been primarily involved with the junior resource sector because of the markets attraction to that area and high commodity prices, in recent times our activity has been dominated by the Blue Chip and top 200 sectors.
This change in attitude has been driven by the global lowering of interest rates resulting in fixed interest investors seeking higher returns on their cash holdings and yet wishing to remain in above average secure investments. No doubt this attitude will change when both commodity and interest rates rise again.
Capital Investment specialises in creating Portfolios to suit the individual requirements of their clients based on their income and or capital growth needs. Subject to the active trading and or size of trades for an account over any given 12 month period, Capital Investment will provide free of cost, Australia’s Praemium Portfolio service, which provides clients daily online access to their portfolio of investments from anywhere in the world and detailed trading history and reports for accountants.
Self Managed Superannuation Funds
Capital Investment can assist Trustees in creating a portfolio of investments in accordance with the Funds Investment Mandate to achieve the retirement needs of the members, together with a Portfolio service and trading reports that save considerable funds at year end accounting periods and provide instant visual assessment of your current position.
Warrants and Options
These derivatives provide leverage to trading in high priced shares and investment funds as well as providing increased dividend income. Leverage can increase profits substantially as well as increase losses. ASX provides booklets which must be read and understood before trading can commence in both Warrants and ETO’s (Exchange traded options).
Trading in shares and ETF’s provide a greater selection of products to investors, such as Johnson & Johnson, Nestles, Toyota, China Mobile and others which Australian investors would not normally have access to, as well as commodities and currencies. A big attraction to junior investors is the Gold and Commodity shares on the Canadian markets as well as the various Biotechnology stocks on the USA markets.
Whilst margin lending can be highly profitable in bullish times and provide upside to your investing returns and in particular dividend returns, it can also be a double edged sword and inflict accelerated losses in a down or bearish market. Leverage should always be prudent and any interest charges should be able to be met from normal income streams generated.
Professional traders state that investors should never meet a “Margin Call” and should always sell any instrument on which a margin call is made as it is obviously going in the wrong direction of the intended investment.