by Kit Legal | Aug 16, 2024 | Uncategorized
Prepared by Kit Legal with feedback from their wonderful clients. The Journey to Self-Licensing: What We Learned Flexibility and Control: The Most Cited Benefits One of the recurrent themes in the survey responses was the benefits of freedom and control that...
by Kit Legal | Jul 23, 2024 | Uncategorized
The Delivering Better Financial Outcomes (DBFO) legislation received Royal Assent meaning that the FSG changes are now live and the changes to FDS and OFAs will commence on 10 January 2025. Some last minute changes were slipped in which had us all breathing a sigh of...
by Kit Legal | Apr 11, 2024 | AFSL
The confusion and debate about wholesale clients and in particular, when a SMSF trustee can be a wholesale client, continues as a recent SMSF Adviser Article points out. Whenever advising a SMSF trustee, the adviser must always carefully consider the nature of the...
by Kit Legal | Apr 10, 2024 | AFSL
The long awaited first tranche of QAR has been tabled, and, as you can see from the commentary flying around, it leaves a bit to be desired and contains some large ‘misses’. From what we see and hear, there’s a fair way to go on this one and the 1 July kick off looks...
by Kit Legal | Feb 18, 2024 | AFSL, KitLegal
What do Vanguard, Morningstar and Mercer Superannuation have in common? They’ve all been hit with enforcement actions in ASIC’s crackdown on greenwashing. 2023 was a watershed year when it came to ASIC’s approach to greenwashing. Morningstar paid out almost $30,000 in...
