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><channel><title>Dolman Bateman Accountants Sydney &#187; Financial Planning Litigation</title> <atom:link href="http://www.dolmanbateman.com.au/category/forensic-accounting/financial-planning-litigation/feed/" rel="self" type="application/rss+xml" /><link>http://www.dolmanbateman.com.au</link> <description>Experts in Forensic Accounting, Specialists in Business &#38; Tax</description> <lastBuildDate>Fri, 10 Feb 2012 03:10:53 +0000</lastBuildDate> <language>en</language> <sy:updatePeriod>hourly</sy:updatePeriod> <sy:updateFrequency>1</sy:updateFrequency> <generator>http://wordpress.org/?v=3.3.1</generator> <atom:link rel="hub" href="http://pubsubhubbub.appspot.com"/><atom:link rel="hub" href="http://superfeedr.com/hubbub"/><xhtml:meta xmlns:xhtml="http://www.w3.org/1999/xhtml" name="robots" content="noindex" /> <item><title>Money does not grow on trees!</title><link>http://www.dolmanbateman.com.au/2968/money-does-not-grow-on-trees/</link> <comments>http://www.dolmanbateman.com.au/2968/money-does-not-grow-on-trees/#comments</comments> <pubDate>Fri, 09 Sep 2011 05:10:04 +0000</pubDate> <dc:creator>Adam Giliberti</dc:creator> <category><![CDATA[Financial Planning Litigation]]></category><guid
isPermaLink="false">http://www.dolmanbateman.com.au/?p=2968</guid> <description><![CDATA[Over the past decade or so, Australia has seen a number of Managed Investment Schemes (&#8220;MIS&#8221;) offering investors the opportunity to acquire an ‘agribusiness’ &#8211; the prime examples being schemes offered by Timbercorp, Great Southern and Palandri which all involve investments in a plantation of sorts – eg olives, grapes, almonds etc.  These MIS schemes have failed, leaving many investors with a worthless asset as well [...]]]></description> <wfw:commentRss>http://www.dolmanbateman.com.au/2968/money-does-not-grow-on-trees/feed/</wfw:commentRss> <slash:comments>0</slash:comments> </item> <item><title>Commonwealth Financial Planning Compensation Investigation</title><link>http://www.dolmanbateman.com.au/1973/commonwealth-financial-planning-compensation-investigation/</link> <comments>http://www.dolmanbateman.com.au/1973/commonwealth-financial-planning-compensation-investigation/#comments</comments> <pubDate>Tue, 23 Nov 2010 02:56:12 +0000</pubDate> <dc:creator>Fiona Bateman</dc:creator> <category><![CDATA[Financial Planning Litigation]]></category><guid
isPermaLink="false">http://www.dolmanbateman.com.au/?p=1973</guid> <description><![CDATA[Commonwealth Financial Planning (CFP), is to compensate clients who received inappropriate financial advice from one of their financial planners following an ASIC Investigation. CFP will appoint an independent expert to review the implementation of the client compensation program and the compensation offers. CFP is also reviewing client files to identify individuals who have been adversely affected and where inappropriate advice [...]]]></description> <wfw:commentRss>http://www.dolmanbateman.com.au/1973/commonwealth-financial-planning-compensation-investigation/feed/</wfw:commentRss> <slash:comments>0</slash:comments> </item> <item><title>Statement of No Advice</title><link>http://www.dolmanbateman.com.au/1156/statement-of-no-advice/</link> <comments>http://www.dolmanbateman.com.au/1156/statement-of-no-advice/#comments</comments> <pubDate>Wed, 27 Jan 2010 02:13:19 +0000</pubDate> <dc:creator>Fiona Bateman</dc:creator> <category><![CDATA[Case Studies]]></category> <category><![CDATA[Financial Planning Litigation]]></category> <category><![CDATA[Forensic Accounting]]></category> <category><![CDATA[Case Study]]></category> <category><![CDATA[Commercial Litigation]]></category> <category><![CDATA[Financial Planning]]></category> <category><![CDATA[Investor]]></category> <category><![CDATA[Litigation]]></category><guid
isPermaLink="false">http://www.dolmanbateman.com.au/?p=1156</guid> <description><![CDATA[We have been amazed at the number of people who are being asked to sign a &#8220;Statement of No Advice&#8221; by their financial Advisors. Why would the advisors ask you to do that? They don&#8217;t have to take responsibility for their advice.  If they don&#8217;t want to take responsibility why would you trust them? They don&#8217;t have to disclose how [...]]]></description> <wfw:commentRss>http://www.dolmanbateman.com.au/1156/statement-of-no-advice/feed/</wfw:commentRss> <slash:comments>1</slash:comments> </item> <item><title>Financial Advisers Duty of Care</title><link>http://www.dolmanbateman.com.au/955/financial-advisers-duty-of-care/</link> <comments>http://www.dolmanbateman.com.au/955/financial-advisers-duty-of-care/#comments</comments> <pubDate>Thu, 05 Nov 2009 06:33:55 +0000</pubDate> <dc:creator>Fiona Bateman</dc:creator> <category><![CDATA[Financial Planning Litigation]]></category> <category><![CDATA[Forensic Accounting]]></category> <category><![CDATA[Commercial Litigation]]></category> <category><![CDATA[Damages]]></category> <category><![CDATA[Economic Loss]]></category> <category><![CDATA[Financial Planning]]></category><guid
isPermaLink="false">http://www.dolmanbateman.com.au/?p=955</guid> <description><![CDATA[Having lost money through the investments made by your financial adviser does not necessarily represent bad or negligent advice.]]></description> <wfw:commentRss>http://www.dolmanbateman.com.au/955/financial-advisers-duty-of-care/feed/</wfw:commentRss> <slash:comments>0</slash:comments> </item> <item><title>Financial Planners are hurting.</title><link>http://www.dolmanbateman.com.au/936/financial-planners-are-hurting/</link> <comments>http://www.dolmanbateman.com.au/936/financial-planners-are-hurting/#comments</comments> <pubDate>Fri, 30 Oct 2009 00:27:09 +0000</pubDate> <dc:creator>Fiona Bateman</dc:creator> <category><![CDATA[Financial Planning Litigation]]></category> <category><![CDATA[Forensic Accounting]]></category> <category><![CDATA[Financial Planning]]></category> <category><![CDATA[Great Southern]]></category> <category><![CDATA[Investor]]></category> <category><![CDATA[Timbercorp]]></category><guid
isPermaLink="false">http://www.dolmanbateman.com.au/?p=936</guid> <description><![CDATA[The collapse of Timbercorp' Great Southern has hurt Financial Planners.  Asset - The Financial Planning Professional Magazine editor stated that Professional Investment Services Ltd (PIS) did not throw an end of financial year party as they have missed out on more than $15 million in advance commissions from the sale of the agribusiness managed investment schemes.]]></description> <wfw:commentRss>http://www.dolmanbateman.com.au/936/financial-planners-are-hurting/feed/</wfw:commentRss> <slash:comments>0</slash:comments> </item> <item><title>Using the Internet for Litigation Research</title><link>http://www.dolmanbateman.com.au/895/using-the-internet-for-litigation-research/</link> <comments>http://www.dolmanbateman.com.au/895/using-the-internet-for-litigation-research/#comments</comments> <pubDate>Wed, 14 Oct 2009 04:38:16 +0000</pubDate> <dc:creator>Arnold Shields</dc:creator> <category><![CDATA[Business Valuations]]></category> <category><![CDATA[Commercial Litigation]]></category> <category><![CDATA[Family Law]]></category> <category><![CDATA[Financial Planning Litigation]]></category> <category><![CDATA[Forensic Accounting]]></category> <category><![CDATA[Personal Injury]]></category> <category><![CDATA[Case Study]]></category> <category><![CDATA[Forensic Accountants]]></category> <category><![CDATA[Litigation]]></category><guid
isPermaLink="false">http://www.dolmanbateman.com.au/?p=895</guid> <description><![CDATA[We use Google and the internet  as a valuable research tool in almost all our forensic accounting litigation matters. The information available enables us to check the stories of both the plaintiff and defendant against other sources of information.]]></description> <wfw:commentRss>http://www.dolmanbateman.com.au/895/using-the-internet-for-litigation-research/feed/</wfw:commentRss> <slash:comments>0</slash:comments> </item> <item><title>Holiday Home into Superfund &#8211; Financial Planning Litigation</title><link>http://www.dolmanbateman.com.au/511/holiday-home-into-superfund-financial-planning-litigation/</link> <comments>http://www.dolmanbateman.com.au/511/holiday-home-into-superfund-financial-planning-litigation/#comments</comments> <pubDate>Wed, 29 Jul 2009 05:29:09 +0000</pubDate> <dc:creator>Fiona Bateman</dc:creator> <category><![CDATA[Financial Planning Litigation]]></category> <category><![CDATA[Forensic Accounting]]></category> <category><![CDATA[Assets]]></category> <category><![CDATA[Capital Gains Tax]]></category> <category><![CDATA[Financial Advice]]></category> <category><![CDATA[Financial Planning]]></category> <category><![CDATA[Holiday Home]]></category> <category><![CDATA[Income Tax]]></category> <category><![CDATA[Investor]]></category> <category><![CDATA[Litigation]]></category> <category><![CDATA[super fund]]></category> <category><![CDATA[Superannuation Fund]]></category><guid
isPermaLink="false">http://www.dolmanbateman.com.au/?p=511</guid> <description><![CDATA[Another instance of bad financial planning advice that we have come across recently, where the advisor gave advice without any regard to capital gains tax, stamp duties, income tax and superannuation fund regulations.]]></description> <wfw:commentRss>http://www.dolmanbateman.com.au/511/holiday-home-into-superfund-financial-planning-litigation/feed/</wfw:commentRss> <slash:comments>0</slash:comments> </item> <item><title>Financial Planning: Dolman Bateman investigates</title><link>http://www.dolmanbateman.com.au/309/financial-planning-dolman-bateman-investigates/</link> <comments>http://www.dolmanbateman.com.au/309/financial-planning-dolman-bateman-investigates/#comments</comments> <pubDate>Tue, 21 Jul 2009 04:11:30 +0000</pubDate> <dc:creator>Dolman Bateman</dc:creator> <category><![CDATA[Case Studies]]></category> <category><![CDATA[Financial Planning Litigation]]></category> <category><![CDATA[Forensic Accounting]]></category> <category><![CDATA[Chatswood]]></category> <category><![CDATA[Financial Advice]]></category> <category><![CDATA[Financial Planner]]></category> <category><![CDATA[Financial Planners]]></category> <category><![CDATA[Financial Planning]]></category> <category><![CDATA[Fiona Bateman]]></category> <category><![CDATA[Forensic Accountant]]></category> <category><![CDATA[Forensic Accountants]]></category> <category><![CDATA[Investment Advice]]></category> <category><![CDATA[Investment Products]]></category> <category><![CDATA[Key Case]]></category> <category><![CDATA[Poor Outcomes]]></category> <category><![CDATA[Salespeople]]></category> <category><![CDATA[Sydney Morning Herald]]></category><guid
isPermaLink="false">http://www.dolmanbateman.com.au/?p=309</guid> <description><![CDATA[Fiona Bateman of Dolman Bateman &#038; Co, Forensic Accountants was recently interviewed by Stuart Washington of the Sydney Morning Herald, in relation to the conflicts associated with providing financial and investment advice where the industry is structured to sell products rather than advice.]]></description> <wfw:commentRss>http://www.dolmanbateman.com.au/309/financial-planning-dolman-bateman-investigates/feed/</wfw:commentRss> <slash:comments>0</slash:comments> </item> <item><title>Lessons from Timbercorp Collapse</title><link>http://www.dolmanbateman.com.au/162/lessons-from-timbercorp-collapse/</link> <comments>http://www.dolmanbateman.com.au/162/lessons-from-timbercorp-collapse/#comments</comments> <pubDate>Tue, 09 Jun 2009 09:27:54 +0000</pubDate> <dc:creator>Fiona Bateman</dc:creator> <category><![CDATA[Commercial Litigation]]></category> <category><![CDATA[Financial Planning Litigation]]></category> <category><![CDATA[Forensic Accounting]]></category> <category><![CDATA[Accountants]]></category> <category><![CDATA[Compound Return]]></category> <category><![CDATA[Financial Adviser]]></category> <category><![CDATA[Financial Advisers]]></category> <category><![CDATA[Financial Analyst]]></category> <category><![CDATA[Forensic Accountants]]></category> <category><![CDATA[Forensic Investigations]]></category> <category><![CDATA[Interest Rates]]></category> <category><![CDATA[Investment Returns]]></category> <category><![CDATA[Investments]]></category> <category><![CDATA[Investor]]></category> <category><![CDATA[Olive Grove]]></category> <category><![CDATA[Poor Investment]]></category> <category><![CDATA[Prospectus]]></category> <category><![CDATA[Tax Deduction]]></category><guid
isPermaLink="false">http://demo1.adventuresinborneo.com/?p=162</guid> <description><![CDATA[What we can learn from this:
Beware of tax-driven schemes – they are usually unviable investments.
If a return sounds too good to be true, then it probably is.
Do your homework.
If you don’t understand it, you shouldn’t be in it]]></description> <wfw:commentRss>http://www.dolmanbateman.com.au/162/lessons-from-timbercorp-collapse/feed/</wfw:commentRss> <slash:comments>1</slash:comments> </item> </channel> </rss>
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