This paper explores and seeks to demystify intra-fund advice and to provide well-needed legal illumination. Read more

This paper looks at what has happened so far and considers what the sector might expect in the second half of the year. Read more

This paper looks at how the concept operates in the context of typical trustee structures. Read more

The inconsistent application of indexation to the various key superannuation rates and thresholds for the coming 2024/25 year adds an additional layer of complexity on top of the existing labyrinth of rules and regulations facing individuals and superannuation ... Read more

This paper sets out a revised approach for business to consider when determining whether workers are employees or independent contractors for superannuation law purposes. Read more

This paper examines the role of AFCA, the complaints process, and the powers and remedies available to AFCA with a focus on consumer complaints against lenders. In this piece, we provide an overview of AFCA generally as well as a detailed analysis of ... Read more

With the compulsory superannuation regime and seemingly endless growth of retirement savings in Australia, it comes as little surprise that superannuation funds have and will continue to face increased scrutiny in 2024, with ASIC making its position ... Read more

This paper provides a short overview of the Final Response. Following a period of consultation it is expected to progress to draft legislation towards the end of 2024. Read more

This paper sets out the most interesting observations from an analysis of how the obligations under the FAR compare to existing obligations for RSE licensees. Read more

This annual test is intended to hold registrable superannuation entities (RSE licensees) to account for product underperformance through greater transparency measures and increased consequences. Read more