How lenders and brokers should assess credit card costs now

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New responsible lending rules have changed the way brokers and lenders should now calculate credit card costs in all lending applications . In the first part of this series, we explained what

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07 Jun 2019

TPB ups the ante on privacy consent

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Registered tax (financial) advisers have a higher obligation than other financial planners when disclosing information about their clients to third parties. This is because the Tax Practitioners Board’s (TPB) Code

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17 May 2019

Impact of the GDPR on Australian businesses

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You may think you’re not affected by the European Union’s new General Data Protection Regulation because you don’t advise clients in the EU? Think again – especially if you use

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07 Nov 2018

FOS / AFCA transition involves much work for AFL licensees

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By now, all credit and financial services licensees, and superannuation trustees must have joined AFCA. But don’t overlook the additional work required to effectively transition from your existing external dispute

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02 Oct 2018

It’s AML-CTF review time

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AUSTRAC is serious about anti-money laundering and counter terrorism (AML-CTF). Just take a look at their recent actions against the Commonwealth Bank of Australia. Any business that has an AML-CTF Program

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18 Apr 2018

How to use customer information for marketing and referrals

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Organisations often want to use customer information for marketing and to pass it on to third parties with whom they have arrangements such as strategic alliances and referrals. Although it’s

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09 Oct 2017