Home SMART 100 2018 Bond Exchange

Bond Exchange [SMART 100, 2018]

0

This SMART 100 profile and the information it contains is a duplication of content submitted by the applicant during the entry process. As a function of entry, applicants were required to declare that all details are factually correct, do not infringe on another’s intellectual property and are not unlawful, threatening, defamatory, invasive of privacy, obscene, or otherwise objectionable. Some profiles have been edited for reasons of space and clarity.

Learn more about the SMART 100 >>

 

1. THE BEGINNING

This innovation initially came to life when…

The bond market controlled by the big banks through over the counter transactions in Australia. These transactions are priced to exclude everyday investors, mothers and fathers and SMSF – minimum $500k per transaction. This direct exclusion of regular Australians was apparent when one of the developers returned from years of working in America where the bond market is available to consumers.

2. WHAT & HOW

The purpose of this innovation is to…

…having smashing secrecy and exclusiveness of the over the counter market and offering an open and transparent service direct to regular Australians.

It does this by…

…interfacing between the over the counter bond market both in Australia and overseas, and connecting that with local banks, super funds and financial institutions to break the large bond parcel into small lots of $10,000 to allow regular Australian investors access to the stable asset class.

3. PURPOSE & BENEFITS

This innovation improves on what came before because…

..it gives regular investors with as little as $10,000 to access fixed income assets directly. Without being forced to invest in a bond fund or other more risky fixed asset.

Its various benefits to the customer/end-user include…

  • Cheaper entry
  • direct ownership of the asset and all returns
  • No hidden, trailing, custodial or additional costs

4. COMPETITIVE LANDSCAPE

In the past, this problem was solved by…

Other more risky fixed assets, such as hybrids and XTBs. Yet even then, this was limited to investors with large net worth.

5. TARGET MARKET

It is made for…

Retirees that need to manage and live off their savings. Self Managed Super Funds needing access to fixed income to manage their risk in their portfolio.

It is available for sale through…

Currently through direct communication with the Australian Bond Exchange. Soon access will be available online.

Our marketing strategy is to…

Contact individuals directly seeking access to fixed interest, as well as building relationships with financial planners, accountants and other money managers.

 

FINE PRINT: This SMART 100 profile and the information it contains is a duplication of content submitted by the applicant during the entry process. As a function of entry, applicants were required to declare that all details are factually correct, do not infringe on another’s intellectual property and are not unlawful, threatening, defamatory, invasive of privacy, obscene, or otherwise objectionable. Some profiles have been edited for reasons of space and clarity.

Maven Judge Vote: Bond Exchange – Smart 100 2018
(Please note – The form below is for judging purposes only and is restricted to the public)