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AUTHOR | No. of articles: 1834

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Making sure it ain't too late to claim legal professional privilege

Strategy

Making sure it ain't too late to claim legal professional privilege

30 March 2022 • Hits: 1983
The Tax Office has, arguably understandably, had ongoing attempts to narrow the range of information that taxpayers can ... READ MORE

News

Over 70 financial services misconduct matters remain before the courts

29 March 2022 • Hits: 1309
ASIC has confirmed that as of 1 January this year, it had 28 criminal and 48 civil financial services enforcement matter ... READ MORE
SMSFs warned on NALE uncertainty

News

SMSFs warned on NALE uncertainty

28 March 2022 • Hits: 1373
Heffron says SMSFs still need to be cautious around non-arm’s length arrangements. ... READ MORE
‘Decimated and shattered’: New survey looks at adviser’s mental and emotional health

News

‘Decimated and shattered’: New survey looks at adviser’s mental ...

28 March 2022 • Hits: 1771
Heavy regulation over the last few years coupled with the impact of the COVID-19 pandemic has led to a new survey which ... READ MORE
ASIC ramps up surveillance of managed fund marketing

News

ASIC ramps up surveillance of managed fund marketing

23 March 2022 • Hits: 983
The corporate regulator has raised concerns that promoters may be targeting consumers, particularly retirees, with misle ... READ MORE
SMSF loan provider acquired for $1.5bn

News

SMSF loan provider acquired for $1.5bn

21 March 2022 • Hits: 1235
Global asset manager Brookfield has announced an agreement to acquire non-bank lender and asset manager La Trobe Financi ... READ MORE
Terms of reference for advice review receive mixed response

News

Terms of reference for advice review receive mixed response

14 March 2022 • Hits: 1396
The SMSF Association is pleased that the Quality of Advice Review will examine the Tax Practitioners Board (TPB) recomme ... READ MORE

News

‘The bar is raising’: New study reveals top expectation of financi ...

11 March 2022 • Hits: 1244
The Responsible Investment Association Australasia (RIAA) has published the results of its latest study this week. ... READ MORE
SMSF trustee and member disputes ... devil is in the detail

Strategy

SMSF trustee and member disputes ... devil is in the detail

10 March 2022 • Hits: 2080
For self managed superannuation funds (SMSFs) the issues in relation to member removal can be particularly complex, due ... READ MORE

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