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Since deregulation of the financial markets in the 1980s, finance companies have seen the largest growth in their assets in: O a. placements and deposits

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Since deregulation of the financial markets in the 1980s, finance companies have seen the largest growth in their assets in: O a. placements and deposits O b. loans to businesses Oc. bills of exchange O d. local government securities The major assets of building societies are: O a. residential mortgages. O b. cash and liquid assets. O c. investment securities. O d. mortgage-backed securities. Superannuation guarantee contributions in Australia are levied on: O a. employers and the self-employed. O b. employers and employees. O c. employees. O d. employers. Lesley is an existing client of a financial planner for many years. He is expected to retire in 8 years. A self-managed superannuation fund has been established with recommendations documented in a Statement of Advice (SOA). The fund. has $250,000 of assets. The plan provided an asset allocation strategy for the fund. Every 6 months, the financial planner provides Lesley with a review of the managed funds. The reviews include changes to the investment portfolio by way of portfolio re- weighting. In which of the following situations an SOA is NOT required to be prepared by the financial planner? O a. Financial planner recommends Lesley to implement a transition to retirement strategy and draw pension from the fund. O b. Financial planner recommends Lesley to get a structured loan to minimize tax, O c. Lesley is getting married in 3 months and would like to have a new plan including estate planning and change of insurance policy. O d. Financial planner recommends Lesley to sell the holding in a share fund of $45,000, and invest the proceeds into buying another share fund. Which one of the following is FALSE? O a. The previously unpaid dividends for non-cumulative preference shares cannot be skipped. O b. For tax, legal and accounting purposes, preference shares are treated as equity. Oc. Preference shareholders stand in front of ordinary shareholders in line for dividends. O d. Unlike debtholders, preference shareholders cannot force a firm into bankruptcy. Capital is important to a bank because: O a. it absorbs asset losses preventing bankruptcy. O b. it provides funds that do not need to be paid back. O c. all of the options. O d. it helps maintain public confidence in the soundness and safety of individual banks and the banking system. Which market would a company participate in if it needs to adjust its liquidity position? O a. The share market. O b. The money market. O c. All of the options. O d. The bond market

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