Income Asset Management Group Limited · ASX:IAM
Income Asset Management — Shareholder Meeting (November 2018)
11 slides from Income Asset Management's shareholder meeting presentation, Nov 27, 2018
Slide 1: Annual General Meeting
PAGE 1 Trusted Technology. www.cashwerkz.com.au Simple Investing. Annual General Meeting Solid Returns. 2018 27, November Hector Ortiz, CEO Commercial in Confidence. Not to be shared or reproduced without the authority of Cashwerkz Pty Ltd.
Slide 2: Disclaimer
Disclaimer PAGE 2 Commercial in Confidence. Not to be shared or reproduced without the authority of Cashwerkz Pty Ltd. Cashwerkz Pty Ltd (ACN 164 806 357), holds an Australian Financial Services Licence (No.459645). Commercial in Confidence This Presentation contains general information only and is,
Slide 3: Business Review
PAGE 3 Business Review Commercial in Confidence. Not to be shared or reproduced without the authority of Cashwerkz Pty Ltd.
Slide 4: Cashwerkz snapshot – as at November 2018
Cashwerkz snapshot – as at 23 November 2018 PAGE 4 $1,164b 1832 36 2,125+ Commercial in Confidence. Not to be shared or reproduced without the authority of Cashwerkz Pty Ltd.
Slide 5: Business Strategy Update
PAGE 5 Business Strategy Update Commercial in Confidence. Not to be shared or reproduced without the authority of Cashwerkz Pty Ltd.
Slide 6: Key target segments
Key target segments PAGE 6 Key targets remain Households via SMSF, Advisers, Wholesale including Councils, Corporates, Charities, etc… and Institutional covering Custodians, Fund Managers and Industry Funds Commercial in Confidence. Not to be shared or reproduced without the authority of Cashwerkz P
Slide 7: Market Conditions and Trends
PAGE 7 Market Conditions and Trends Commercial in Confidence. Not to be shared or reproduced without the authority of Cashwerkz Pty Ltd.
Slide 8: Term Deposit Rate
Market Conditions and Trends PAGE 8 For $100,000 investment rates vary by upto 50 basis points for For $1,000,000 investment rates vary by upto 80 basis points for 3 months, upto 60 basis points for 6 months and upto 80 basis 3 months, upto 95 basis points for 6 months and upto 80 basis points for 1
Slide 9: Banking Royal Commission
Banking Royal Commission PAGE 9 We believe that anyone who manages client’s money wil need to demonstrate best interest duty. Cashwerkz wil help by providing a solution that focuses on Choice, Technology and Transparency https://viralnewstrends.com/banking-royal-commission-interim-report-how-hayne-c
Slide 10: Open banking
Open banking PAGE 10 We are looking forward to this opportunity and will initially use Open banking to further streamline and automate the Cashwerkz processes. Bank customers will be able to use their complete transaction histories from July 1 next year to get better deals across banking products in
Slide 11: PAGE 11
PAGE 11 Commercial in Confidence. Not to be shared or reproduced without the authority of Cashwerkz Pty Ltd.
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