SMSF Conference 2022 - Income Asset Management

IAM SMSF

IAM Capital Markets (ASX: INY) provides unparalleled access to fixed income markets including Government, Corporate, Listed, and Unlisted bonds. Investors are able to access expert research and trade strategies.

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What we do

IAM ensures SMSF trustees, advisors, accountants, and financial planners have access to, knowledge of, and confidence to invest in the fixed income market.

Investments start from $50,000 – no minimum portfolio size
No custody fees
Accounts are simple to open – can be done online with account opening support (Apply Now)
Online portal to view your investment holdings

Monthly portfolio statements
J.P. Morgan as trustee of the custodian of your holdings
External research from Bond Adviser
Internal credit research available to clients
At Call Cash Management Account with ANZ offering 0.4% p.a.

Speak to our Relationship Managers to find out how an investment grade portfolio may yield up to 4% and high yield portfolio could yield up to 8%.

© 2023 IAM Group | Income Asset Management Group Limited ACN 010 653 862 (ASX: IAM) and wholly owned subsidiaries, IAM Capital Markets Ltd ACN 111 273 048 AFSL 283119, IAM Cash Markets Pty Ltd ACN 164 806 357 as corporate authorised representative (no. 001295506) of AFSL 283119, Trustees Australia Limited ACN 010 579 058 AFSL 260038 and IAM Funds Pty Ltd ACN 643 600 088 as corporate authorised representative (no. 001296921) of AFSL 260038, together the IAM Group.

The information in this website is for general information purposes only and does not purport to contain all matters relevant to any particular or financial instrument. It is not intended to be a recommendation, offer or invitation to purchase, sell or otherwise deal in securities or other investments. Before making any decision in respect to a financial product, you should read the relevant Financial Services Guide and Product Disclosure Statement available from IAM Group https://www.incomeam.com and seek independent and specific advice from an appropriately qualified professional. IAM Group shall not be liable for any errors, omissions, defects or misrepresentations in the information or for any loss or damage (whether direct or indirect) suffered by persons who use or rely on the information contained here. For every client who opens an IAM Capital Markets account, IAM Group will donate $150 to The Smith Family. The Group is authorised by The Smith Family to fundraise on its behalf in ACT, NSW, NT, QLD, SA, VIC, WA, and TAS. All funds raised will go directly to Australians.

Historical prices and distributions

Date	Application Price	Mid-Price	Redemption Price	Distribution Ex-Price	Distribution (DPU)	Net Performance
31/03/2024	0.92260	0.91820	0.91340	0.901	0.01722	-0.02%
29/02/2024	0.92300	0.91840	0.91380			0.69%
31/01/2024	0.91670	0.91210	0.90750			0.89%
31/12/2023	0.92590	0.92130	0.91670	0.90403	0.01727	0.71%
30/11/2023	0.9194	0.9148	0.9102			1.57%
31/10/2023	0.90520	0.90070	0.89620			-0.08%
30/09/2023	0.92705	0.92244	0.91783	0.90143	0.02101	0.37%
31/08/2023	0.92363	0.91903	0.91443			0.20%
31/07/2023	0.92179	0.91720	0.91261			0.79%
30/06/2023	0.91933	0.91476	0.91019	0.91000	0.00476	0.86%
31/05/2023	0.91150	0.90697	0.90244			0.19%
30/04/2023	0.90974	0.90521	0.90068			1.17%
31/03/2023	0.91291	0.90837	0.90383	0.89475	0.01363	-0.03%
28/02/2023	0.91322	0.90868	0.90414			1.12%
31/01/2023	0.90313	0.89864	0.89415			1.42%
31/12/2022	0.90411	0.89961	0.89511	0.88610	0.01351	0.05%
30/11/2022	0.90365	0.89915	0.89465			0.70%
31/10/2022	0.89734	0.89288	0.88842			0.74%
30/09/2022	0.90436	0.89986	0.89536	0.88636	0.01350	-1.07%
31/08/2022	0.91414	0.90959	0.90504			-0.01%
31/07/2022	0.91425	0.90970	0.90515			1.22%
30/06/2022	0.92935	0.92473	0.92011	0.89873	0.02600	-2.08%
31/05/2022	0.94913	0.94441	0.93969			-2.46%
30/04/2022	0.97306	0.96822	0.96338			-0.04%
31/03/2022	0.98579	0.98089	0.97599	0.96863	0.01226	0.26%
28/02/2022	0.98321	0.97832	0.97343			-0.93%
31/01/2022	0.99248	0.98754	0.98260			0.14%
31/12/2021	1.00362	0.99863	0.99364	0.98615	0.01248	0.32%
30/11/2021	1.00047	0.99549	0.99051			-0.24%
31/10/2021	1.00291	0.99792	0.99293			0.21%
30/09/2021	1.01343	1.00839	1.00335	0.99579	0.01260	0.53%
31/08/2021	1.00809	1.00307	0.99805			0.45%
31/07/2021	1.00354	0.99855	0.99356			-0.12%
30/06/2021	1.00478	0.99978	0.99478	0.99978	–	-0.03%
31/05/2021	1.00508	1.00008	0.99508			0.01%
01/05/2021	1.00000	1.00000	1.00000

IAM SMSF

What we do

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