by Kit Legal | May 24, 2022 | AFSL, KitLegal
Do we need to change the wording in our SOAs where it refers to ‘tax (financial) advisers’? Some advice template documents include a disclaimer that refers to registration with the Tax Practitioners Board. Unless you’re a tax agent, this is no longer...
by Kit Legal | May 17, 2022 | AFSL, KitLegal
For the first time in Australia, a court has found that failing to adequately manage cybersecurity risks can amount to a breach of AFS licence obligations. What did the Federal Court case decide? The Federal Court found that AFS licensee RI Advice had...
by Kit Legal | May 4, 2022 | AFSL
What’s the process for new advisers who want to provide tax (financial) advice)? Since 31 December 2021, the TPB has stopped registering financial advisers as tax (financial) advisers. Any individual advisers who want to be authorised to provide tax...
