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12/01/2016

Crowdfunding kills brokers – accountants and advisers take over

Bypassing the stockbroker, mum and dads, aided by the adviser and accountants can directly invest in public businesses and start-ups. The Crowd-sourced Funding Bill issues in a new stream of business for advisers and accountants to help Australians invest via equity crowdfunding. However, the proposed legislation is too restrictive. Only […]
15/10/2015

Estate Planning – New dangers

Estate Planning - new dangers When I started drafting Wills in the 1980s: 1. A lawyer had no obligations to the beneficiaries (only to the Will maker – who is dead by that stage); and 2. Accountants and advisers had no obligation to warn a client to make a tax […]