Fundamental

Issue 33, November 2020

In our final edition for 2020, we chat with Vasco Trustees' managing director Craig Dunstan about some red flags for the financial services industry – the growing lack of investor responsibility, the rising cost and reduced availability of professional indemnity insurance, and changes to the wholesale investor regime.

We also discuss the issues around some pressing questions for the funds management and real estate industries:

• Do you understand the proposed reforms to our foreign investment framework?
• Do you have the policies you need in place?
• What are the pros and cons of buying an existing AFSL compared to applying for a new AFSL?
• When is a bank guarantee effective?
• Can shareholders and members access documents?
• Should you opt-in early to ASIC's RG 97?
• What's your view on the 'great office debate'?

We hope you enjoy this edition of Fundamental. Thank you for your continued support, and our best wishes to you and your family for a safe and happy holiday season.

• Conversation with Craig Dunstan—Vasco Trustees
• Upfront—The great office debate
• Proposed reforms shake-up foreign investment
• Do you have the policies you need in place?
• Buying an AFSL vs applying for a new one
• When is a bank guarantee effective?
• Can shareholders and members access documents?
• ASIC's RG 97—should you opt-in early?