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- W2616039891 abstract "Investing is not a straightforward decision and should involve consultation with a qualified financial adviser to find the best match for an investor's needs, goals and objectives. Many investors often only consider unit trusts in which to invest and are unaware of personal share portfolios. There are significant differences between pooled investments, such as unit trusts, and share portfolios. A portfolio consists of shares and other securities, held in the client's name, which are bought and sold on behalf of the client by an investment manager, who, at all times, file and capital gains tax (CGT) implications." @default.
- W2616039891 created "2017-05-26" @default.
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- W2616039891 date "2016-03-01" @default.
- W2616039891 modified "2023-09-23" @default.
- W2616039891 title "Complex decisions that can confuse : practice management" @default.
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