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Providing Tax Advice to Clients under an AFSL? You Need to be Registered with the TPB

Posted on August 29th, 2017 by Sophie Gerber in AFSLsAuthorised RepresentativesFinance Industry
All AFSL holders and Corporate Authorised Representatives (CARs) who provide tax advice to retail and wholesale clients are required to be registered with the Tax Practitioners Board (TPB). This means ...

ASIC Scrutinising SOA Templates, Warns Lawyer.

Posted on July 7th, 2017 by Sophie Gerber in ASICAuthorised RepresentativesFinance Industry
Licensed accountants have been warned that ASIC is closely analysing whether the statement of advice templates and other legal documents they use are suitable for the types of advice services they ...