Due to tighter compliance requirements and changing personal priorities, many financial advisers are beginning to think of selling their practice. Read more

Regulators have focused intensely on 'fairness' following the numerous scandals involving overcharging, underservicing and poor customer outcomes that were laid bare in the Royal Commission into Misconduct in the Banking, Superannuation and Financial ... Read more

In response to recent market volatility and disruption, investment fund issuers and their boards have been reminded of their governance and conduct obligations in light of emerging liquidity risks. In addition, issuers and distributors will need to ... Read more

Australian investors are currently facing a conundrum when it comes to their asset allocation. With low rates and persistently low growth, finding reliable sources of return is becoming an increasingly difficult task. Read more

We view the potential for a systemic bank failure due to the coronavirus (COVID-19) economic shock as low. Today's banks are more resilient than in the past, given their robust capital positions and lower risk profile, not to mention supportive ... Read more

This paper examine what advice self-managed superannuation fund (SMSF) advisers can and cannot provide without 'stepping over the line' especially in providing taxation, financial product, or legal advice which they may not be permitted to p ... Read more

From a social security assessment point of view, the principal home is generally an exempt asset irrespective of the value of the home. However, there can be circumstances when the exemption may not apply. Read more

The product design and distribution obligations are the latest attempt to remedy poor consumer outcomes. Broadly, the new obligations require that products are distributed to consumers for whom they are suited. The obligations will apply to a range ... Read more

Expenses associated with the running of an individual's home are usually private and domestic and nature. However, deductions for 'home office expenses' may be available under section 8-1 and Div 40 of the Income Tax assessment Act 1997 ... Read more