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31 Mar 2014 (AFR) – Investors hit back at ATO over share trading threat

(31 March 2014, AFR, p7, Patrick Durkin) ‘Investors have hit back at the Australian Tax Office’s threat to claw back million of dollars in franking credits, claiming it is a fishing exercise that extends beyond the agency’s authority. Thousands of fund managers, stockbrokers and sophisticated investors were hit with warning letters last week threatening audits … Continue reading

26 Nov 2013 (AFR) – Sophisticated investor label may be flawed

[COMMENT: Well, roll me in honey and stick me on an ant hill!!  The authorities are finally realising what many investors already know…. the “sophisticated investor” label may be flawed!!  It’s about time they woke up to this one. Full marks and all support to Giselle Roux for highlighting this and running with it, and … Continue reading