The impact of caring
From www.journalofaccountancy.com: Gallup research has revealed that a culture of caring within organizations significantly enhances employee engagement and reduces turnover, yet only about 25% … read more
AFCA member expulsions up in 2024
From www.ifa.com.au: The number of members expelled from the Australian Financial Complaints Authority nearly doubled from 443 in 2023 to 859 in 2024, primarily … read more
Advisers’ inherent conflicts of interest
From www.smsfadviser.com: Former Dixon Advisory client Jan Smith testified at a Senate inquiry that promoting in-house products enabled unscrupulous advisers to exploit clients for … read more
Litigation over estate benefits set to ‘escalate’
From www.smsfadviser.com: Litigation involving SMSFs and member benefits upon death or incapacity is increasing, driven largely by the intergenerational wealth transfer among Baby Boomers.… read more
Tax reform is urgent
From www.aigroup.com.au: Innes Willox, Chief Executive of the Australian Industry Group, emphasizes the urgent need for genuine tax reform in Australia to improve competitiveness … read more
APRA’s $70,000 Christmas bash – in whose interest?
From financialnewswire.com.au: Australian Prudential Regulation Authority faced scrutiny from Labor Senator Tony Sheldon, who questioned whether expenditures funded by supervisory levies, such as a … read more
Tax due diligence in M&A – more than box-ticking
From grantthornton.com.au: Tax due diligence provides a comprehensive review of tax compliance, liabilities, and governance in potential acquisitions, playing a crucial role in identifying … read more
North American Travel and Hospitality Trend 2025
From alvarezandmarsal.com: Travel and hospitality trends in North America for 2025 suggest a post-pandemic stabilization, tech-driven customer engagement, robust loyalty programs, and strategic ecosystem … read more
What is financial infidelity?
From www.unifiedlawyers.com.au: Financial infidelity occurs when one partner hides financial details or makes significant financial decisions without the other’s knowledge, leading to trust issues … read more
How to prepare your clients should the police or regulators come knocking
From www.lawyersweekly.com.au: Corporate lawyers and in-house counsel need to proactively prepare clients for potential onsite investigations by police and regulators, especially in light of … read more
Anti Discrimination Policy
From www.aicd.com.au: Organisations in Australia must adopt proactive anti-discrimination policies, as recent legal changes impose a “positive duty” to prevent workplace harassment and discrimination. … read more
Directors and Officers Insurance: Mitigating Personal Liability
From www.aicd.com.au: Directors and Officers (D&O) insurance protects senior leaders from personal financial harm resulting from legal claims related to alleged wrongful acts, mismanagement, … read more
Victoria’s biggest holiday home sell-off
From www.realestate.com.au: Many homeowners on the Mornington Peninsula are selling their holiday homes, leading to the largest sell-off in the area’s history and reducing … read more
Economic optimism rises among CFOs
From www.journalofaccountancy.com: (US context) Almost 75% of CFOs believe the economy will improve in the coming year, a significant increase from 19% in the … read more
ASIC Enforcement Action: Claims Handling
From sophiegrace.com.au: ASIC has taken legal action against United Super Pty Ltd for failing to efficiently handle claims, emphasizing the importance of adherence to … read more