New regulations are proposed to give the federal government greater control over digital wallets, buy now, pay later, and cryptocurrency. Read more

Intelligent document processing is a game-changer for industries like financial services, which is struggling with an increasing volume of large and complex documents requiring action. Here's all the reasons it should be adopted now. Read more

One of the supposed benefits of a discretionary trust is that it protects the assets of the key beneficiary(s) of the trust from attack by creditors. Read more

With the end of financial year 2022 just around the corner, there are some key updates that you should be aware of for this tax season. After some two years of leniency, the ATO is ramping up its debt collection activities. Read more

The Australian Financial Complaints Authority (AFCA) has received its first report card since commencing operations in November 2018. Read more

ASIC has published Information Sheet 269 Discussing financial products and services online (Information Sheet 269), flagging three key areas social media influencers and AFS licence holders who use influencers need to be aware of. Read more

Let us take a look at whether, as the Responsible Manager of an AFSL, you really need to do RM training and what drives the answer to that question. Read more

Most people might assume that if you are married to somebody, you are a member of a couple. However, for social security purposes, the definition can be much more complex. Read more

With soaring house prices in all Australian capital cities and many popular regional areas, more young people than ever are requiring support to enter the property market. The 'bank of mum and dad' has never been more popular as a way to help kids get ... Read more

Around the end of the financial year and as a new one begins, many advisers are communicating with clients' accountants more frequently. It is timely to consider whether one's next conversation with an accountant could be the beginning of a beautiful ... Read more

Although the Federal Budget did not bring in any noteworthy superannuation changes except for the extension of the halved minimum drawdown rates, recent changes relating to the work test and contribution rules have been quite significant, especially ... Read more

How to formulate a robust succession plan. Read more