But don’t let the capital burn a hole in your pocket in the meantime. Having the funds invested in a capital secure, liquid strategy that generates sufficient income can give you the ‘breathing’ room & peace of mind to properly consider and plan that next step.
The Cameron Harrison Treasury Strategy is designed for investors seeking to generate reliable income with high levels of capital security and liquidity. It is particularly suited for individuals who have recently sold a business or property, as well as business owners with surplus cash looking for short-term investment solutions that offer better returns than traditional cash accounts.
Find out more in our guide below or click here to read the full article.
The Cameron Harrison Treasury Strategy is ideal for both individuals and businesses who require high levels of capital security, liquidity, and income. Whether you’re waiting for the right moment to reinvest your property proceeds or managing surplus business cash, this approach provides:
Targeting RBA Cash Rate + 0.50% (after fees), the strategy aims to outperform typical savings accounts or cash at-call accounts, providing meaningful returns while keeping risk low.
Unlike term deposits that lock up capital, the Treasury Strategy provides immediate liquidity, allowing investors to access their funds without penalties when new opportunities arise.
The strategy focuses on AAA-rated and APRA-regulated securities that are known for their capital stability and low volatility, ensuring your investment is protected even in uncertain markets.
By investing in high-quality floating-rate securities with a short maturity profile, the strategy minimises sensitivity to interest rate fluctuations, ensuring your capital remains stable while generating income.
This combination of security, liquidity and attractive income generation makes the Cameron Harrison Treasury Strategy a versatile solution for both business owners and individuals managing significant wealth from asset sales.
Selling a property can leave you with significant funds, but identifying the next opportunity or developing the next stage in your wealth strategy can take time. During this investigation period, it is crucial to keep your capital working without optimally sacrificing liquidity. This is where a fixed income strategy, such as the Cameron Harrison Treasury Strategy, becomes invaluable.
The usual options for low-risk investments are term deposits or at-call cash accounts. The Treasury Strategy seeks to get the best of both worlds: similar or higher income than term deposits but with liquidity close to that of cash. Example below, as at 18 September 2024.
Many business owners find themselves with excess cash reserves that often sit idle in low-interest accounts. The Cameron Harrison Treasury Strategy provides an excellent solution for businesses looking to boost their returns without compromising liquidity or capital stability. Key outcomes include:
While banks often offer meagre returns on business cash accounts, this strategy provides a significantly higher yield, targeting RBA Cash Rate + 0.50% (after fees). For businesses with substantial reserves, this can lead to a meaningful increase in income generation, adding to the bottom line.
Business needs can change quickly. This strategy ensures that you have immediate access to funds when you need them, without having to break term deposits or incur penalties.
With a focus on short-term, floating-rate securities and high-quality credit, our strategy is built to minimise risk while delivering reliable returns. This ensures that your business maintains both the security of capital and operational agility.
The Cameron Harrison Treasury Strategy is ideal for both individuals and businesses who require high levels of capital security, liquidity, and enhanced income.
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