Searching Content indexed under Fund Management/ REITs by DLA Piper Australia ordered by Published Date Descending.
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Australian Government announces reforms to the super system
Changes include a mix of measures aimed at curbing the concessions available to members with higher account balances.
8 Apr 2013
Australian High Court refuses to allow 'contracting out' of managed investment scheme statutory rights
Parties should take the case into account when choosing to use a registered MIS, rather than an unregistered unit trust.
16 Dec 2012
Enduring Powers of Attorney - issues for superannuation fund trustees
Every comprehensive estate planning exercise should include the preparation of enduring powers of attorney (EPOAs).
12 Dec 2012
APRA releases final form superannuation prudential standards
The APRA final form standards have softened some aspects but kept most elements of the draft form largely unchanged.
25 Nov 2012
Good news for super funds in the Australian Government's 'Mini Budget'
There is some good news for superannuation funds in the Government's Mid-Year Economic and Fiscal Outlook 2012-13.
24 Oct 2012
Victorian Court of Appeal dismisses 360 Capital appeal
The effect of amendments on members' rights must be carefully considered before unilaterally amending the constitution.
14 Oct 2012
Investor Committees: Legal Issues For Superannuation Fund Appointees
The article discusses potential issues raised when a superannuation fund appoints a person to an investor committee.
8 Oct 2012
Draft APRA Prudential Standards - What trustees must address now
Draft prudential standards detail how superannuation fund trustees must conduct and regulate themselves and their funds.
15 Aug 2012
Final Regulations to Reduce Reduced Input Tax Credit (RITC) Rate for Trusts – Start Date of 1 July 2012 Confirmed
The new rules represent the most significant GST reforms to the funds management industry since the introduction of GST.
2 Jun 2012
Securities Law Reform - Cabinet Paper Released
On the 17th of March, the Minister of Commerce released a Cabinet Paper (Paper) outlining the proposed reform of New Zealand's securities law. This Paper follows on from the Review of Securities Law Discussion Document released by the Ministry of Economic Development in June 2010. A regulatory impact statement containing an analysis of available options to improve securities law has also been released. The Paper contains numerous proposals containing significant amendments to the structure of Ne
24 Mar 2011
Australian Tax Update - Recent Reforms Proposed in Australia: Managed Investment Funds
In a speech given by the Assistant Treasurer, The Hon Bill Shorten MP, at an Australian Chamber of Commerce gathering in Hong Kong on 19 January 2011, he stated that Australia is in the process of creating ‘a level playing field’ in respect of financial services, particularly funds management.
1 Feb 2011
Managed Investment Trusts, Collective Investment Vehicles and Investment Manager Regime
The Australian Government has recently passed legislation that has clarified and widened the definition of managed investment trusts (MITs) to apply to certain unregistered wholesale funds and government owned funds in respect of the withholding tax concession. This amended definition will also be relevant for trusts making the capital account election. These recent changes should attract further foreign investment in Australian funds, assist Australian fund managers to compete with fund manager
15 Aug 2010
Financial Adviser and Financial Service Provider regimes: More Exemptions
Cabinet has agreed to a number of recommendations regarding further exemptions to the FAA and the FSPA. These are likely to lead to a further supplementary order paper to the Financial Service Providers (Pre-Implementation Adjustments) Bill.
New Zealand
6 May 2010
Prospectus Extensions – New Exemption Notice assists where Market Volatility affects Financial Position of a Fund
The Securities Commission has issued a new exemption notice – the Securities Act (Directors’ Certificates – Collective Investment Schemes) Exemption Notice 2009 (Notice).
New Zealand
23 Dec 2009
Government Initiatives To Promote Australian Managed Funds
Since the Federal Election in November 2007 the Rudd Australian Government has proposed or acted upon several measures to promote Australia as a regional finance/funds management hub, most particularly to attract foreign investment into Australian funds.
3 Sep 2009
Superannuation & Funds Management Update
On Thursday, 9 July 2009, ASIC issued Class Order Relief permitting superannuation fund trustees and financial advisers to give more information and advice (intra fund advice) to members about their existing interests in their superannuation funds.
29 Jul 2009
Limited Recourse Borrowing Rules
Since 24 September 2007, superannuation funds have been able to borrow to acquire new assets (or replacement assets) provided that certain conditions are met.
13 Feb 2009
Basis Capital Funds Management V Bt Portfolio Services Limited
Some of the issues that can arise when there is substantial market volatility have been considered in Basis Capital Funds Management v BT Portfolio Services Limited (2008) NSWSC 766 (28 July 2008).
4 Feb 2009
Regulation Of Financial Advisers
The Financial Advisers Act 2008 (Advisers Act) was passed at the end of September and already work is underway on the detail that is required for the Advisers Act to become fully operational in 2010.
19 Dec 2008
Securities Act (Australian Registered Managed Investment Schemes) Exemption Notice (ARMIS Notice)
Australian issuers offering securities into New Zealand under the new trans-Tasman mutual recognition of securities regime may still need to comply with the ARMIS Notice in some situations where offering dividend reinvestment.
19 Dec 2008
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