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Notes

What's changing in the rules, and what it means for your reporting

Straightforward write-ups on the rules that affect Australian retail investors, plus honest answers to what people actually ask before signing up.

How to read the notes below

Written for people starting out

Every note here assumes no background in markets. Where a term is unavoidable it's explained the first time it appears, and where a rule differs between markets that's stated plainly rather than glossed over.

What you will not find

No price predictions and no tipping. A guaranteed return is the single clearest warning sign in this industry, and we're not going to add to it.

How often it's updated

Notes are revisited whenever the underlying rules change — a new regulation, a new reporting requirement, a change in how deposits are handled. The date on each note is the date it was last checked, not the date it was first written.

Suggest a topic

If there's a question the notes don't answer, send it through the contact page — recurring questions are usually what becomes the next note.