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Quality of Advice Review final report - a snapshot
Insight 09 Feb 2023

We provide an overview of the recommendations and implications for industry. If fully implemented, the changes would be the most radical overhaul of the financial advice laws since FoFA. ...

Allens advises JANA on transition to full management ownership
News 06 Feb 2023

Under the deal, JANA's management has acquired Insignia's 45 per cent shareholding, having acquired a 55 per cent share of the business from MLC Wealth (subsequently acquired by Insignia Financial) ...

Sovereign wealth funds and capital call facilities – the issues to consider
Insight 23 Jan 2023

We set out the legal principles around state immunity and also outline the rules in Australia regarding immunity from jurisdiction and immunity from enforcement as they relate to Sovereign wealth funds and capital call facilities. ...

Best practice ESG due diligence for energy investments
Insight 30 Nov 2022

This Insight explores proven ways dealmakers can close energy deals efficiently, while maximising value creation and managing ESG risks. ...

Allens advises IFM Investors on buyout of PRP Diagnostic Imaging
News 21 Nov 2022

PRP is a leading provider of advanced diagnostic imaging services across Sydney and broader New South Wales, with a strategic network of comprehensive clinics and deep specialty expertise in ...

A success for successor fund transfers – court finds that secret commission offence provisions do not apply
Insight 20 Oct 2022

A recent decision in the Queensland Supreme Court should provide confidence to superannuation funds seeking to engage in successor fund transfers (SFTs) that they will not need to obtain the prior assent of the court or members before proceeding with the transaction, at least where Queensland and Victorian laws apply. ...

Earn-out consideration under a scheme of arrangement – the art of the possible
Insight 19 Oct 2022

The recent acquisition of an unlisted public company Crestone Holdings Limited has established a new market precedent involving the use of earn out consideration under a scheme of arrangement. ...

Recent industry guidance for fund managers on climate risk disclosure
Insight 07 Sep 2022

Fund managers should take note of recent guidance published by the Financial Services Council, which provides a set of baseline expectations for the investment management industry's approach to making net zero targets, ESG product labelling and other climate risk disclosure considerations. ...

Major changes proposed to financial advice regime
Insight 30 Aug 2022

Treasury has released a further consultation paper as part of the Quality of Advice Review, seeking feedback on interim proposals for changes to the regulatory regime governing financial advice. ...

ASIC's Corporate Plan shaped by emerging environmental, economic and technology trends
Insight 29 Aug 2022

ASIC has released its four-year plan, which outlines its key areas of focus. Of these four priorities, three are new: Design and distribution obligations; Retirement decision making; Sustainable finance; and Technology risks. ...

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