News & Publications

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The content of this page is only intended to provide a summary and general overview of matters of interest, and to promote broad discussion.  The content does not constitute professional advice, nor does it create an advisor-client relationship.  You should seek advice appropriate to your circumstances, needs and objectives before acting or relying on any content on this page.  Licensee Solutions and Halsey Legal Services make no warranty or representation about any content and exclude, to the maximum extent permissible by law, any liability which may arise as a result of the use of the content. 

FOFA update APRIL 2014 – Amendment process delayed. Important points that licensees should consider in relation to fee disclosure statements

Published on: 04 April 2014

Licensee health check: 6 simple questions to check that your representative agreements are up-to-date

Published on: 02 April 2014

Considering purchasing a business or client book? Give yourself the best chance with an exclusive negotiation agreement.

Published on: 02 April 2014

Learn to sell skilfully

Published on: 02 April 2014

Set-up your own managed fund or property syndicate

Published on: 04 March 2014

GST news - Good bye to the going concern exemption?

Published on: 04 March 2014

Privacy law changes start on 12 March 2014 - Are you ready?

Published on: 04 March 2014

Halseys welcomes alliance partner - Pamela McMahon

Published on: 04 March 2014

Wills - mental capacity to make a will in an ageing population

Published on: 04 March 2014

Replacement of the “accountants’ exemption” – the limited licence regime

Published on: 24 February 2014

Litigation: Inadvertantly disclosing privileged documents during the discovery process

Published on: 3 February 2014

Buyers of client registers beware - changes to the Duties Act 2008 (WA)

Published on: 3 February 2014

Halsey Legal Services - Quoted in Investor Daily and Australian Broker Online: How financial advisers who help clients pay off their home loan sooner can fall foul of the ATO

Published on: 3 February 2014

Accountants: Update on the removal of the Accountant's Exemption and the new streamlined process

Published on: 3 February 2014

Proposed new FOFA amendments released - our comments

Published on: 3 February 2014

HALSEY LEGAL SERVICES - CORE SERVICES AND NEW STREAMLINED MIS OFFERING

Published on: 28 October 2013

UPCOMING WORKSHOP: BUSINESS STRUCTURING

Published on: 28 October 2013

THE IMPORTANCE OF FILE NOTES

Published on: 28 October 2013

SIGNIFICANT INVESTOR VISA – UPDATE TO COMPLYING INVESTMENTS

Published on: 28 October 2013

FINANCIAL PLANNER FOUND TO BE NOT NEGLIGENT FOR GIVING BASIS CAPITAL ADVICE - FEDERAL COURT DECISION

Published on: 28 October 2013

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