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Capgemini and Merrill Lynch Global Wealth Management – 2010 World Wealth Report
The Capgemini and Merrill Lynch Global Wealth Management 2010 World Wealth Report is their 14th annual report on ‘…the macroeconomic and other factors that drive wealth creation…‘ and ‘….the key trends that affect high net worth individuals (HNWIs) around the globe.‘ This edition assesses ‘…how wealth-management firms are adapting to behaviour-driven investing by clients, and re-evaluating their advisory processes, risk models and service offerings to cater effectively to HNW clients in this new paradigm.’
SMSFs breach less ATO rules
Self managed super fund trustees are heeding the Australian Taxation Office’s warning about breaching fund rules, but ongoing problems – including giving personal loans to members – continue to plague the sector…
Hands off SMSFs, warns assoc
It’s war. The Australian Investors Association (AIA), which claims to represent 2,000 self managed super fund investors, has told the government to keep its hands off the sector and forget about trying to impose any new compliance requirements…