OFFSHORE
Financial planning
The use of offshore service providers could be exposing clients to potential risks around confidentiality, operational disruption, or effective supervision, ASIC has warn...
Funds management
Australian fund managers are actively seeking to launch Cayman versions of their funds to attract offshore flows, with Regal Partners set to launch its latest offering th...
Financial planning
According to Adviser Ratings, financial advice firms must ensure they think strategically about the use of offshore or third-party operations rather than just consider th...
Financial planning
The Finance Union Sector has criticised AMP’s decision to move jobs offshore and questioned “what they will strip away next” in the ongoing business simplification. ...
Expert Analysis
Advice businesses that directly contract offshore workers are exposed to legal challenges in light of a recent Fair Work Commission decision, writes Danielle Cornelissen,...
Financial planning
Vital Business Partner has launched a new coaching solution to assist financial advisers and business owners looking to grow their practices and drive efficiencies. ...
Funds management
ASIC enquiry found an Australian retail over-the-counter (OTC) derivative issuer “mingling” client money. ...
Policy & Regulation
Multinationals are being warned to think twice before shipping their Australian earnings offshore to minimise their tax liabilities....
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Podcast
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...