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Financial Ombudsman Service — what advisers need to consider

Financial Ombudsman Service — what advisers need to consider

Overview The Financial Ombudsman Service (‘FOS’) is the main external disputes resolution (‘EDR’) for accountants and financial advisers who have an Australian Financial Services Licence (‘AFSL’). Advisers who have an AFSL must be a party to an EDR process. Where an adviser is an authorised representative of another entity’s AFSL, they are subject to the [read more]

The importance of keeping SMSF assets separate

The importance of keeping SMSF assets separate

The recent case of Frigger v Computer Accounting & Tax Pty Ltd (in liq) [no 10] [2016] WASC 63 serves as an important reminder to all self managed superannuation fund (‘SMSF’) trustees that assets should be kept separate in their funds. Namely, the message I seek to draw from the case is the importance of [read more]

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