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27.08.2020

Publication

Fundamental – Issue 32

In this fast-paced world, every business is vulnerable to both old and new threats. Our focus is on helping to future-proof your business: staying ahead of the challenges so that you can identify and embrace opportunities when they arise.

In this edition of Fundamental, we explore some of the questions you should be asking now:

  • Are you putting systems in place for the new financial product design and distribution obligations?
  • Can you comply with ASIC's updated requirements for dealing with consumer and small business complaints under your internal dispute resolution procedures?
  • Do you understand the new foreign owner land tax surcharge exemptions?
  • Do you know what factors trustees should consider when entering finance documents?
  • Have you looked at the wholesale client tests and whether you need to issue a PDS?
  • Is your advertising of managed investment products 'true-to-label' and clear, balanced, and accurate?
  • Do you know what obligations are created by small scale offers?

Also, Sean McMahon shares some telling insights from our recent Australia Property Investment Forum where a panel of experts reviewed the latest Property Council of Australia/MSCI Australia Annual Property Index results.

Our lawyers work hard to understand the current and future environment for funds management and real estate and can help you plan and implement your next steps.

We hope you enjoy the latest edition of Fundamental.

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Contact McMahon Clarke

Brisbane
T +61 7 3239 2900
A Level 7, 100 Creek Street, Brisbane Qld 4000

Melbourne
T +61 3 9909 1400
A Level 2, 696 Bourke Street, Melbourne Vic 3000