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Showing 211 - 220 of 447 results for "Term Deposits"

FEATURE: Managed accounts - more than meets the eye

ALEX BURKE  |  FRIDAY, 4 SEP 2015
... managed funds. "It's that and the move towards multi-asset class," he continues, "away from the Aussie equities/term deposits mix. So clients want to have the direct equity ownership, but they don't want to be involved in those buy and sell decisions. ...

Retiring 'comfortably may require 3 income building blocks: Legg Mason

PROMOTED BY LEGG MASON  |  TUESDAY, 21 JUL 2015
... retiree clients, that may be easier said than done. For example an adviser may have a client unwilling to move from term deposits, fearing capital loss. Whether this is really a safe investment depends on which side of the return ledger the client focuses ...

New lifecycle and infrastructure options at Hostplus

DARREN SNYDER  |  WEDNESDAY, 8 JUL 2015
... companies in the S&P/ASX 300 Index, Exchange Traded Funds (ETFs) covering developed, emerging and commodity markets and term deposits.

FIIG appoints industry execs to board

LAURA MILLAN  |  MONDAY, 6 JUL 2015
... non-executive directors, and one executive director, managing director Mark Paton. FIIG has more than $11 billion in term deposits and corporate bonds under advice in its short-term money market, bonds and custody business.

Alternative income sources could benefit retirees

ALEX BURKE  |  MONDAY, 29 JUN 2015
... income-tested care fee is based on assessable income from assets and investments as well as government payments, cash, term deposits and shares. "While the aged care changes have been in effect for almost a year, we are seeing a lack of take up of advice ...

Australia's largest unrated bond issue closes at $85m

LAURA MILLAN  |  THURSDAY, 25 JUN 2015
... MoneyTech ($25 million), McPhersons ($60 million) and Dicker Data ($40 million). FIIG has more than $11 billion in term deposits and corporate bonds under advice in its short-term money market, bonds and custody business.

SMSF investors reducing cash and shares

DARREN SNYDER  |  WEDNESDAY, 17 JUN 2015
Self-managed superannuation fund (SMSF) investors are reducing holdings in cash and term deposits and listed shares according to the latest data from OneVue. Reduction rates in these investment classes have slowed over the past two years yet they still ...

FEATURE: Defending wealth

STAFF WRITER  |  TUESDAY, 9 JUN 2015
... maybe even further, to 30% growth and 70% defensive. Most of the fixed income allocation would be safely kept in term deposits that would deliver a 6% return annually. Retirees comfortably sat back, watched their pot of savings grow and enjoyed their ...

SMSFs need more investment diversity: FinaMetrica

DARREN SNYDER  |  MONDAY, 1 JUN 2015
... Office (ATO). It showed SMSFs' share holdings had jumped 10.5% to $193.1 billion in the March quarter and cash and term deposits up 1% to $157.4 billion, a new record. Co-founder of FinaMetrica, Paul Resnik, said SMSFs now account for about 30% of Australia's ...

XTB launch opens corporate bonds to retail

DARREN SNYDER  |  THURSDAY, 14 MAY 2015
... billion one we currently have. "Until now individual investors, including many SMSFs, have been heavily reliant on term deposits for predicable, stable returns. But with interest rates at historical lows - and expected to remain low - we saw a definite ...