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Registration & Free Trial

I am having trouble registering for the free trial, what should I do?

If you are having problems registering for the free trial first check that your email address is valid and all fields are filled out where specified. If this does not work restart your browser and try again. If you are still having problems you can contact us by emailing info@bondadviser.com.au.

What happens when my free trial ends?

At the end of your free trial you will be given the option to upgrade to a paid subscription. When logging in the system will prompt you to signup for either the standard or professional package.

What will the free trial give me access to?

The free trial will give you access to all of the features of our standard subscription. The free trial will be for a period of 30 days and is subject to our terms and conditions.

I’ve had a free trial previously, can I have another one?

BondAdviser.com.au gives users one option for a free trial. If you sign up for another free trial it will prompt you to sign up for paid subscription.

How do I activate my free trial account?

If you sign up for the free trial account your account will automatically be activated. Once your account details are accepted the BondAdviser system will direct you straight to our home page. You will also receive an email confirming your free trial period.

Purchasing Reports

Purchase reports

At BondAdviser we give clients access to our research reports without signing up for a subscription. We give users the limited capacity (up to 10 reports at a time) to purchase reports via our Report Market. These reports can be accessed by our security search engine and are emailed to the user.

Paid Subscription

How do I upgrade to a paid subscription from my free trial?

Users can simply upgrade their subscription package in the user settings tab. Your current subscription package will be identified and users can upgrade to different subscription packages with a click of the button. Conversely if your free trial period has expired BondAdviser will prompt you to signup as a paying subscriber upon the next time you login to the system.

How do I pay for my subscription?

BondAdviser has partnered with Braintree (a Paypal Company) to manage our secure payments processing. We accept Visa, MasterCard and American Express networks as long as the cards are enabled for online use.

How long do I have to sign up for?

All BondAdviser subscriptions are for a 12 month period except for the 30 day free trial.

Does my annual subscription automatically renew?

Subscriptions to BondAdviser will automatically renew fourteen days prior to the end of your subscription period. Subscribers are entitled to cancel this renewed subscription period for a period of up to four weeks after the new subscription period.

How do I cancel my subscription or opt-out of auto-renewing services to BondAdviser?

Subscribers can cancel their subscription or opt-out of the autorenewing function by emailing info@bondadviser.com.au.

How can a SMSF pay for a subscription without a credit card?

In some cases you may need to pay for a SMSF expense with personal funds. This may be because the expense or Investment must be paid for by credit card for example and it is not possible to do this with your SMSF. It is preferable that expenses or SMSF Investments are not paid with personal funds. However where this is unavoidable then it is possible for you to pay an expense on behalf of the SMSF. In this case you must ensure that the receipt for the expense or Investment is in the name of the SMSF. If that is the case you can reimburse yourself for the expense or Investment. The reimbursement should however happen soon after the personal payment (preferable limited to only several days). If you would like to setup an electronic funds transfer please contact us by emailing info@bondadviser.com.au.

Is my subscription tax deductible?

BondAdviser does not provide taxation advice. Please contact your accountant to see if subscription services are deductible.

Will I be issued an invoice for my subscription?

Yes. BondAdviser will issue you with a tax invoice upon completion of the signup process. If you do not receive a tax invoice contact BondAdviser by emailing info@bondadviser.com.au.

Password & Login

I can't login to BondAdviser

Having trouble signing in because you’ve forgotten your username or password? This is a common event and is easy to fix. At the bottom of the login box you will see a link “Forgot your Password?”. Click this link and it will direct you to a page where you can enter your email address and we will send you a new password.

I’ve forgotten my username, what should I do?

Your username is the email address. If you still cannot remember which email address you used please contact BondAdviser by emailing info@bondadviser.com.au.

I’ve forgotten my password, what should I do?

Having trouble signing in because you’ve forgotten your username or password? This is a common event and is easy to fix. At the bottom of the login box you will see a link “Forgot your Password?”. Click this link and it will direct you to a page where you can enter your email address and we will send you a new password.

My login isn’t working, what should I do?

If your login isn’t working first try and reset your password. This is often due to small technical glitches which can be easily rectified from resetting your password. If you are still having issues contact info@bondadviser.com.au.

Will I have to log in each time I visit the site?

This depends on whether or not you have cookies enabled. If you do then your browser should remember that you are a subscriber to BondAdviser and it will automatically log you in to BondAdviser.

The site doesn’t seem to remember me, why?

The site will remember who you are and store your password if you have cookies enabled. A ‘cookie’ is a small file containing a string of characters that is sent to your computer when you visit a website. Cookies help BondAdviser remember information about your visit. With this information, sites can make your next visit easier and the site more useful to you. Cookies need to be enabled on your browser.

Can I log in from different computers?

Yes. You can login from any computer or device using the same password.

Can I give my log-in details to someone else?

No. As part of the signup process you agree to our terms and conditions which prohibits sharing of user details.

Updating Personal Information

How do I change my contact details?

To change your contact details you first need to login to BondAdviser. Click on the    symbol and then you will be given the option to update your personal contact details. Once you update your details press save. If you are successful you will see popup saying Settings Updated.

How do I update my payment details?

To change your payment settings you first need to login to BondAdviser. Click on the   symbol and then you will be given the option to update your payment details. Once you update your details press save. If you are successful you will see popup saying Settings Updated

Security & Privacy

Where can I find the privacy policy?

BondAdviser’s privacy policy is publicy available on its website. Click here to access the privacy policy.

How will you use my data?

Your personal information will be held by us in electronic databases and email contact lists. We may also hold the information in hard copy documents and paper files stored in cupboards. While we will take reasonable steps to protect your personal information, we cannot guarantee the security of any information that you disclose via the internet and you disclose that information at your own risk. If you are concerned about sending your information over the internet, please contact us.

Terms and conditions

BondAdviser’s terms and conditions are publicly available on its website. Click here to access the terms and conditions.

Other Questions

What are bonds?

A bond is an instrument of indebtedness of the bond issuer to the holders. It is a debt security, under which the issuer owes the holders a debt and, depending on the terms of the bond, is obliged to pay them interest (the coupon) and/or to repay the principal at a later date, termed the maturity date. Interest is usually payable at fixed intervals. A bond is therefore a form of loan or “I owe you”. The holder of the bond is the lender (creditor), the issuer of the bond is the borrower (debtor), and the coupon is the interest.

Bonds and stocks are both securities, but the major difference between the two is that shareholder have an equity stake in the company (i.e. they are investors), whereas bondholders have a creditor stake in the company (i.e. they are lenders). Being a creditor, bondholders have absolute priority and will be repaid before stockholders (who are owners) in the event of bankruptcy.

Can I trade directly with BondAdviser?

No. BondAdviser is not a trading platform. BondAdviser is an independent research and information services provider. If you would like to trade in Bonds you should contact your broker.

Can I access BA using my smartphone or tablet?

Yes. However, the application is not currently designed for mobile devices. We are in the process of building a native application to meet the requirements of our clients.

Does BA provide personal financial advice?

BondAdviser does not provide individual financial product advice and must not be relied upon as such. The Content and the Reports are not and shall not be construed as financial product advice. You should obtain independent advice specific to your particular circumstances, make your own enquiries and satisfy yourself before you make any investment decisions or use the Content or the Reports for any purpose.

Does BA manage my investments for me?

Yes. BondAdviser offers model portfolios to users which can be implemented in a number of ways. If you have interest in an implemented model portfolio please email us on info@bondadviser.com.au.


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