Article list

Everything from The Fold Legal

The Fold Legal named as finalist in 2015 Legal Innovation Index

From The Fold Legal

The Fold Legal (The Fold) has been named on the shortlist for the 2015 Legal Innovation Index announced by LexisNexis® Pacific and Janders Dean, with the final Index set to

continue reading

10 Aug 2015

Fintech businesses and the law – time to enter the brave new world

From The Fold Legal

Legal teams assisting fintech businesses need to be innovative when dealing with the legal and regulatory challenges posed by fintech, according to The Fold Legal (The Fold). “Fintech businesses are

continue reading

06 Aug 2015

Accountants can’t do ‘nothing’

From The Fold Legal

Accountants who believe they can cease to advise on SMSFs following removal of the accountants’ exemption need to think again. While exiting the SMSF advice space is a valid alternative

continue reading

15 Jul 2015

Fintech start-ups – launch now, regret later?

From The Fold Legal

Lessons learnt from HashChing Even fintech providers that don’t offer direct financial advice to consumers may need an Australian Financial Services Licence (AFSL) or Australian Credit Licence (ACL), according to

continue reading

10 Jun 2015

Financial Advice Register: Time is running

From The Fold Legal

Sonia Cruz Individuals who provide personal advice to retail clients about financial products have until 30 May 2015 to update their details on ASIC’s Financial Adviser Register in order to

continue reading

25 May 2015

Brokers: Beware the Binder

From The Fold Legal

A little known technicality in the Corporations Act may mean that some insurers and brokers may not realise they are operating a ‘binder’ when arranging group insurance, according to The

continue reading

15 May 2015

Fintech businesses: do you need an AFSL or ACL?

From The Fold Legal

Some Fintech businesses may be unwittingly providing financial services without an Australian Financial Services Licence (AFSL) or Australian Credit Licence (ACL), putting themselves in breach of the law and setting

continue reading

10 Apr 2015

The Fold Legal expands

From The Fold Legal

The Fold Legal (The Fold) is expanding at a rapid rate. The firm has announced a partnership with Perpetual, a new hire to drive innovation and growth, new opportunities opening

continue reading

09 Apr 2015

Electronic disclosure requirements – more is needed

From The Fold Legal

A lack of consistency and tricky restrictions in regulatory requirements for electronic disclosure documents means financial planners, insurance providers, credit providers and Fintech companies should all be doing their homework

continue reading

12 Feb 2015

Legal requirements for SoAs only part of the problem

From The Fold Legal

Many of the issues raised recently around producing compliant Statements of Advice (SoA)s can be overcome without changing legislation, according to The Fold Legal (The Fold). Managing Director of The

continue reading

30 Jan 2015

FIRST 1...7 8 9 101112 13 14 LAST

Earn CPD Points

CPD: The structural advantage of US middle market private credit
Private credit has moved from a niche institutional allocation to a mainstream component of modern portfolio construction. It offers advisers a compelling way to enhance income, diversification and portfolio resilience. [...]
CPD: Rupture and resilience
The global economy is no longer gliding along a familiar path of ongoing globalization and increasing integration. In the words of Canadian Prime Minister Mark Carney, the world is undergoing [...]
CPD: A TTR strategy for modern retirement
We are currently witnessing one of the most significant demographic transformations in Australia’s history. Over the next decade, an estimated 2.5 million Australians are expected to enter retirement[1]. This article, [...]
CPD: Trend following in uncertain times
Trend following strategies aim to generate returns by capturing sustained price movements across a diverse range of asset classes. Unlike traditional investment approaches that rely on valuation or forecasting, trend [...]
CPD: Aged care advice and ethics
Data from the Australian Institute of Health and Welfare (AIHW) shows that Australia’s population aged 65 and over is projected to reach 22% – or 8.8 million people – by [...]