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Regulation

Investment Plans – Compare Apples with Apples

01 Nov 2011
in

In today’s regulated financial market, it is no longer a simple process to obtain financial advice. Your first port of call should be to ascertain the status of your prospective adviser. Only advisers, who have become authorised, can offer advice on a full range of investment products to most potential investors. An adviser’s primary disclosure statement should detail this information.

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Is your adviser on your side?

25 Aug 2011
in

Many investors seek help in managing investments. The quality and type of help they seek can vary dramatically depending on one small detail, who is paying their adviser? If you are paying the adviser, the adviser should be working for you. Most importantly, it is important to understand the nature of the relationship between you, your adviser, and the investments that the adviser recommends.

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Interesting Times

20 Jul 2011
in

This past week has seen the spectre of a capital gains tax re-enter the political ring. A Capital Gains Tax (CGT) may serve to broaden the taxation base; however it is likely to add a significant compliance cost. The prospects of this dramatic change to the tax base will be giving rise to smiles throughout all those businesses that advise on taxation and investments.

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Regulation Starts for Financial Advisers

13 Jul 2011
in

The first day of July, 2011 marked the start of a new regulated era which should result in investors having greater confidence in seeking professional financial advice.    The era of a largely unregulated financial advisory sector has ended.

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The Imminent Arrival of QE 2

22 Oct 2010
in

Over the past few weeks there have been reports stating that QE 2 is about to begin in the United States. Most New Zealanders associate QE 2 as being an abbreviation for Queen Elizabeth the Second, or for a magnificent ship which was over the past thirty or so years the pride of the Cunard Line.  This QE 2 is different. It is the second round of quantitative easing by the US Federal Reserve. Quantitative easing is a tool that can be used by central banks to increase the supply of money by increasing the excess reserves of the banking system.

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