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‘Alarming’: ASIC suspects ex-Keystone boss may have used investor funds to buy home
Financial Services 2024-06-25 11:29 pm By Cindy Cameronne

A judge has expressed concern about the Australian Securities and Investments Commission’s suspicion that a former director of Keystone Asset Management may have used investor funds to purchase a house in his wife’s name, calling it “alarming”.

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AMP former head of advice sues publisher of The Australian for defamation
Defamation 2024-06-24 2:23 pm By Cindy Cameronne

AMP’s former head of advice Jack Regan has filed proceedings against the owner of The Australian, Nationwide News, over a story he claims defamed him by alleging he misled ASIC over the charging of fees for no service. 

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ASIC wins orders freezing assets of Keystone Asset Management fund
ASIC 2024-06-19 11:47 pm By Andy Sidler

ASIC has secured freezing orders over the assets of an investment fund managed by Keystone Asset Management, with a court also ordering a Keystone director to surrender his passport amid an investigation by the corporate regulator. 

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MinterEllison advice in spotlight in ASIC case against Dixon Advisory director
Trials 2024-06-17 11:09 pm By Cindy Cameronne

Trial in ASIC’s action accusing former Dixon Advisory director Paul Ryan of breaching his duties began Monday, a case that puts the spotlight on legal advice over a deed that affected the wealth management firm’s capacity to recoup a $19 million debt on the eve of its collapse.

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Climate investment firm Wollemi beats Tesla CEO’s trade mark opposition
Intellectual Property 2024-06-17 11:54 pm By Cat Fredenburgh

CBA-backed climate venture capital firm Wollemi has defeated a challenge by Tesla CEO Robyn Denholm’s family office to registering its name as a trade mark, with a delegate finding the family’s private investment vehicle of the same name did not use the mark in trade or commerce.

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Westpac wins orders keeping lid on lawsuit, citing threat to settlement negotiations
Employment 2024-06-17 11:38 pm By Christine Caulfield

Westpac has secured confidentiality orders blocking the release of details of an adverse action case by its former head of strategy, after arguing that publicity would hamper settlement talks and force it to defend itself in the media.

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Paladin Group director entitled to rely on penalty privilege in ASIC case, court told
Financial Services 2024-06-17 1:35 pm By Sam Matthews

A director of two Paladin Group units is entitled to rely on the privilege against self-exposure to penalty in defending a case brought by the Australian Securities and Investments Commission, a court has heard.

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Ord Minnett loses wealth adviser’s case over wage entitlements
Employment 2024-06-13 11:22 pm By Sam Matthews

Ord Minnett must pay years of wages and other entitlements to a wealth adviser who was only remunerated by commission payments, after a judge found he was covered by the finance industry award, in a decision that could reverberate throughout the industry. 

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‘We’re not a legal aid agency’: Judge says directors can’t rep investment firms
Financial Services 2024-06-13 2:57 pm By Sam Matthews

A judge has scorned a bid by the directors of John Bridgeman and JB Markets to represent the companies in a case brought by investment fund Benjamin Hornigold, suggesting the companies seek pro bono or community legal assistance.

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RAMS mulls cross-claim against franchisees in class action
Class Actions 2024-06-13 2:24 pm By Sam Matthews

Westpac subsidiary RAMS has flagged a cross-claim against disgruntled franchisees who say their agreements were terminated without proper cause, citing possible breaches of the National Credit Act. 

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