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Superannuation trustees get prepared, as first reporting date to disclose portfolio holdings approaches
Insight 08 Aug 2019

After many years of deferrals, the first reporting date for superannuation funds to disclose their portfolio holdings is fast approaching, with trustees being required to disclose item-by-item ...

DDO and PYS - two cases of madness
Insight 21 Jun 2019

As a lawyer working in the field of financial regulation, I have become pretty inured to said regulation producing weird, unintended outcomes. Even so, there are two outcomes produced by recently ...

APRA's guidance on the Protecting Your Super changes
Insight 16 May 2019

Written by Senior Regulatory Counsel Michael Mathieson On 8 May, APRA released its answers to some 'frequently asked questions' about the Protecting Your Super changes. I would politely suggest tha ...

Compensating superannuation members for 'fees for no advice'
Insight 16 May 2019

Written by Partner Michelle Levy APRA and ASIC issued a joint letter to all RSE licensees entitled ' Oversight of fees charged to members' superannuation accounts ' in early April. The letter is in ...

AFCA: The first six months - and the year ahead
Insight 17 Apr 2019

Written by Partner Andrew Maher, Senior Associate Ingrid Weinberg and Lawyer Zoe Chapman The Australian Financial Complaints Authority ( AFCA ), the new 'one-stop-shop' for resolving financial ...

Considering Robo-advice
Insight 17 Apr 2019

Written by Partner Simun Soljo and Senior Associate George Blades ...

ASIC consultation on fees and costs disclosure reform following expert review
Insight 18 Mar 2019

Written by Partner Geoff Sanders, Senior Associate Stephanie Malon and Lawyer Katerina Dandanis It's been a long five years or so of amendments to, and consultation on, the fees and costs disclosur ...

Superannuation - 'not a product to be sold'?
Insight 18 Mar 2019

Written by Senior Regulatory Counsel Michael Mathieson In his typically blunt way, Commissioner Hayne declared: 'Superannuation is not a product to be sold'. As Mr Hodge QC was fond of saying, I ...

Protecting Your Superannuation Package - what you need to do, and when
Insight 07 Mar 2019

Recently passed legislation, part of a package of reforms designed to 'protect Australians' superannuation savings from undue erosion by fees and insurance premiums', introduces a series of importa ...