Ethics & Professionalism

Symond v Gadens Lawyers Sydney Pty Ltd [2013] NSWSC 955

Symond v Gadens Lawyers [2013] NSWSC 955 examines professional negligence in specialist tax advice, the dangers of categorical “tax-free” advice, duties to explain material tax risks and alternative structures, and the apportionment of loss between professional advisers.

HAP2 Pty Ltd v Bankier [2020] QCA 152

HAP2 Pty Ltd v Bankier [2020] QCA 152 clarifies a financial adviser’s duty to warn inexperienced clients about material risks, capital depletion and borrowing, and shows how an ongoing advisory relationship can expand professional obligations.

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