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Mike Taylor
Mike Taylor
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Professional Investment Services (PIS) warns that Shorten's approach of introducing FOFA in tranches has inherent dangers....
SPAA has warned SMSFs need to remain cautious despite a recent ATO interpretive decision on assets used as security for personal loans. ...
Law firm advises establishment of separate trust arrangements to avoid penalties around transitionary elements of excess contributions following an Australian Taxation Of...
New data released by the Superannuation Complaints Tribunal shows administration and death benefits provide bulk of work....
The PJC has recommended key changes to Government legislation, providing hope it might act similarly on FOFA....
A new legal analysis of the FOFA reforms suggests financial advisers will have to go further than simple disclaimers in seeking to provide limited advice....
Australia's Auditing and Assurance Standards Board queries Europe's approach to audit reform....
The Federal Opposition has called on the Government to delay the implementation of its FOFA legislation....
Buyer of Last Resort arrangements entered into decades ago are returning to haunt some of the major financial services institutions as growing numbers of older financial ...
The board of Australian Financial Services Group (AFS Group) has backed the company's chief executive, Peter Daly, in the face of reports of adverse comments attributed t...
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The succession dilemma is more than just a matter of commitments.This isn’t simply about younger vs. older advisers. It’...
Significant ethical issues there. If a relationship is in the process of breaking down then both parties are likely to b...
It's not licensees not putting them on, it's small businesses (that are licensed) that cannot afford to put them on. The...