Our advocacy work for fair and equitable treatment of retail shareholders continues to be a priority. We firmly believe all shareholders, both retail and wholesale, should be treated equitably when investing in the Australian equity market.

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Government policy submissions

Submission for the Statutory Review of the Meetings and Documents Amendments

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Submission for the Inquiry into Wholesale Investor and Wholesale Client Tests

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Submission for the Inquiry into the proposed legislation relating to Treasury Laws Amendment and the related Superannuation Imposition Bill 2023

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Submission on Treasury Laws Amendment (2023 Measures No.1) Bill 2023

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Submission on Franked Distributions and Capital Raising Consultation

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Submission on Treasury Laws Amendment (Off-Market Share Buy-Backs) Bill 2022

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Read media articles related
to our advocacy initiatives.

‘Super tax puts SMSF industry at risk,’ WAM’s Geoff Wilson warns

Independents team up to oppose tax rise on superannuation

Why the $3m super tax has turned into a mess

WAM calls to save in-person AGMs

Geoff Wilson battles renewed push for virtual AGMs

Spender, Pocock join forces against $3m super tax grab

Not so super tax reform

The areas most – and least – hit by Labor’s $3m super tax

New blow to Labor’s tax hit on super

The wealth divide: Why Australia must re-think its ‘sophisticated investor’ laws

Labor shelves overhaul of ‘sophisticated investor’ test

Geoff Wilson opposes proposed changes in sophisticated investor test

Super funds nominating directors to boards ‘unwise’

What is a sophisticated investor?

Senate committee urges Anthony Albanese to ‘clarify’ key element of franking credits crackdown

Labor takes wrecking ball to franking credits

Flawed franking legislation must be abandoned. Just look at the UK to know why

Government to consider amending franking credit changes

Franking system fiddle will just create bigger problems

‘Total ignorance’: Wilson warns franking changes will cost the budget

Retirement Tax 2.0 would hand the tax office a loaded gun

Franking credits shake-up ‘double tax by stealth’

Franking dividend policy misses target

Proposed franked distributions and capital raising legislation change

Franking credit broken promise is Labor’s retirement tax 2.0

‘Back-door attempt to dismantle the franking system’

Angry retirees slam ‘obscene’ changes to retirement income

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