Please note: This case study is to be read in conjunction with Assyat David’s article, “Determining the right investment structure for clients”, on pp 28-29 of the May 2012 edition of Professional Planner.
Click on the image to enlarge.
Featured Homepage Posts
ASIC MIS funding will support platform oversight
Minister for Financial Services Daniel Mulino expects ASIC will be instructed to monitor managed investment scheme flows via platform data collection after reaping $17.8 million in this week’s budget for oversight over the next four years. The increased scrutiny aims to help mitigate the systemic failures that reach the CSLR, but the minister has ruled out any changes to the $150,000 investor cap.
Leave a Comment
You must be logged in to post a comment.