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For over a decade, The Fold has been known as a trusted source of legal and regulatory advice to the financial services industry.

Our expertise is second to none, and is even more valuable to our client because we share it openly. These pages contain various articles, white papers, tips and traps to every stage of your business lifecycle.

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Wealth Management

‘Execution only’ approach with SMSFs high-risk for accountants‘Execution only’ approach with SMSFs high-risk for accountants

SMSFAdviser, 20 September 2017


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Wealth Management

ASIC chasing unlicensed accountantsASIC chasing unlicensed accountants

Money Management, 18 September 2017


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Wealth Management

‘Substantial deficiencies’ flagged with important client test‘Substantial deficiencies’ flagged with important client test

SMSFAdviser, 11 July 2017


Press

Wealth Management

‘Tremendous’ new oversight looms for SMSF professionals‘Tremendous’ new oversight looms for SMSF professionals

SMSFAdviser, 30 May 2017


Press

Wealth Management

Lawyer points to benefits of AFCA for SMSFsLawyer points to benefits of AFCA for SMSFs

SMSFAdviser, 19 May 2017


Press

Fold News

The Finnies: Here are all the finalists for Australias Inaugural Fintech awardsThe Finnies: Here are all the finalists for Australias Inaugural Fintech awards

Business Insider Australia, 15 May 2017


Press

Wealth Management

Why Managed Accounts are boomingWhy Managed Accounts are booming

ifa, 4 May 2017


Press

Fold News

The Finnies: FinTech Australia's 2017 awards will recognise a female industry leader of the yearThe Finnies: FinTech Australia's 2017 awards will recognise a female industry leader of the year

Business Insider Australia, 4 May 2017


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Wealth Management

Movers and Shakers in Scaled AdviceMovers and Shakers in Scaled Advice

Money Management, 26 April 2017


Press

Wealth Management

MDA Providers Should Hasten on Licensing ChangesMDA Providers Should Hasten on Licensing Changes

Money Management, 13 April 2017


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