Case note: Is marketing the consolidating of multiple superannuation funds personal advice?

In Australian Securities and Investments Commission v Westpac Securities Administration Limited and BT Funds Management Limited [2018] FCA 2078, the Federal Court of Australia decided that even though the marketing campaign by Westpac and BT to encourage customers to roll over superannuation accounts into their account held with Westpac and BT avoided being personal advice, … Continue reading Case note: Is marketing the consolidating of multiple superannuation funds personal advice?