ASIC cancels Wealth & Risk Management’s AFSL

WRM was the AFSL holder in the business setup, and Yes FP employed its authorised advisers to provide personal financial advice to retail clients referred to them by Yes FS.


Ex-NBA star is suing his financial advisor

The suit claims Marquez began overseeing his account and, on several occasions, began investing Brown’s money into various projects and trading stocks without his permission.


International Tax Issues to watch

To manage their transfer pricing exposure, multinationals should review their existing transfer pricing policy on a global basis.


Zedra acquires Malta-based fiduciary firm

Quaestum is an independent fiduciary services firm employing a select team of industry professionals with a vast experience in different areas of consultancy and financial services.


Swiss share tax data with 41 nations

That means that each country must itself identify the advance tax rulings and the applicable recipient states, and transmit the information.