The Common Reporting Standard (CRS) is the single global standard for the collection, reporting and exchange of financial account information on foreign tax residents. Under CRS, Financial Institutions (FIs) need… Read More

AFS (Australian financial services) licence relief has been granted by the Australian Securities and Investments Commission (ASIC) for financial service providers regulated by the Luxembourg financial supervisory authority Commission de… Read More

The Attribution Managed Investment Trust (AMIT) legislation has now passed into law. The new provisions are available to be adopted by qualifying managed investment trusts. Below we look at the… Read More

ASIC has extended the transition period for trustees and responsible entities to comply with Australian PDS fee and cost disclosure requirements. We look at the fee and cost disclosures required… Read More

If you are looking to expand your asset management business from retail platforms onto exchange traded products like ETFs, here are some tips. 1. Know your market. Be clear on who… Read More

Many investment managers are looking to expand their product offering beyond traditional unit trusts. There are a range of exchange traded products available, each with strengths and weaknesses. Here’s a… Read More

The cornerstone of this year's federal budget 2016/17 was the announcement of a number of key superannuation changes. These are the biggest changes to super since then-treasurer Peter Costello delivered… Read More

The Organisation for Economic Co-operation and Development (OECD)’s Common Reporting Standard, or CRS, starts in Australia, Singapore and Hong Kong on 1 January 2017 and is already live in some jurisdictions… Read More

The continually evolving regulatory environment is a major priority of investment managers. The size and scale of funds’ compliance obligations continues to increase. We therefore expect more managers to pass… Read More

The outsourcing of fund administration is predicted to continue to grow this year. There are increasing incentives for investment managers to use a third party administrator. FundBPO believes the following… Read More