Tag Archives: Financial Advice
Holiday Home into Superfund – Financial Planning Litigation
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.
Financial Planning: Dolman Bateman investigates
Fiona Bateman of Dolman Bateman & 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.