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sophisticated

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9 Aug 2014 (AFR) – ASIC drops guidance on SMSF definitions

[COMMENT: Now isn’t this interesting? The ridiculous classification of “wholesale” versus “retail” clients / investors has always relied on a strange definition related to the value of funds available to the client / investor. The other term often used is “sophisticated” investor. But there has never been anything said about the level of financial knowledge … Continue reading

26 Nov 2013 (AFR) – Sophisticated investor label may be flawed

[COMMENT: Well, roll me in honey and stick me on an ant hill!!  The authorities are finally realising what many investors already know…. the “sophisticated investor” label may be flawed!!  It’s about time they woke up to this one. Full marks and all support to Giselle Roux for highlighting this and running with it, and … Continue reading