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Showing 531 - 540 of 842 results for "Basic"

My Adviser offers accountants licensing package

LINDA HAUSKEN  |  WEDNESDAY, 11 JUL 2012
... Professional Indemnity Insurance and that will allow them to provide strategic advice to clients on SMSFs, including on basic deposit products and cash management accounts. "Our package is competitively priced, with a flat fee and the option of a weekly ...

Highly educated SMSF investors prime fraud targets

MELANIE TIMBRELL  |  TUESDAY, 10 JUL 2012
... was "plain commonsense," he referred to the cost of the Trio scam and said investors were still often failing to follow basic checks. "The need for investors to check a number of sources before investing to ensure the legitimacy of the investment, the ...

Buyer's market for planning businesses: Radar Results

BEN COLLINS  |  TUESDAY, 3 JUL 2012
A decrease in interest rates means financial planners can fund the acquisition of financial planning businesses, creating a buyers' market. With interest rates moving down over the past 12 months, financial planners can now borrow at rates as low as ...

New accountants' licence hailed as win for affordable advice

MELANIE TIMBRELL  |  MONDAY, 25 JUN 2012
... limited Australian financial services licence (AFSL) may provide financial advice on SMSFs and 'class of product advice' on basic deposit products, general and life insurance, securities, and simple managed investment schemes. The new licence does not ...

ASIC warns against fake investment group

LINDA HAUSKEN  |  TUESDAY, 12 JUN 2012
... ASIC Commissioner Greg Tanzer said investors need to be cautious when offered unsolicited investment advice. "Making a few basic checks on your investment, before you sign away your hard-earned money, is critical. I strongly urge potential investors ...

CSIRO questions Aus economy after the boom ends

BEN COLLINS  |  FRIDAY, 8 JUN 2012
... that products, said Hajkowicz. "There is something ahead of the Australian economy that we can't articulate yet, but the basic answer is selling something that we haven't yet."

Pop goes the QE

BENJAMIN ONG  |  FRIDAY, 8 JUN 2012
Party pooper. Spoilsport. Booo! One can almost taste - yes, taste - the financial markets' disappointment when dear Uncle Ben came and spoke with not even a hint that those beloved letters Q and E are in the offing. Not even a wink, wink, nudge, nudge. ...

Perpetual argues for insto outcome focus

MELANIE TIMBRELL  |  WEDNESDAY, 6 JUN 2012
Asset class specialisation may have gone too far for the current volatile environment, according to one manager, who says current asset allocation structures are too focused on diversifying at stock level rather than required outcomes. The current method ...

Down and out in May

BENJAMIN ONG  |  FRIDAY, 1 JUN 2012
May's over. It's done, dusted, it's obituary is written and save for the diehard bulls - and perhaps, Warren (of the "be greedy when others are fearful" fame), best forgotten. Just our luck 'ey Virginia, the euro tragedy did a replay last month, giving ...

FOFA disadvantages early move on fee-for-service

MELANIE TIMBRELL  |  FRIDAY, 25 MAY 2012
Draft regulation released on grandfathering and conflicted remuneration this week, may disadvantage advisers who have already moved to a fee-for-service model in line with the new FOFA regime. Dante De Gori, general manager policy and government relations ...