Best Interest Duty and Getting SMSF Advice Right
Issues covered include: best interest duty, ASIC, SMSF, SMSF Advice
Description
2020 means to have perfect vision, Hindsight is 2020, 2020 is a time when the industry will once again be undergoing significant transformation, post RC and the implementation of FASEA, so what will SMSF Advice look like in 2020?
Best Interest Duty and Getting SMSF Advice Right
Drawing on insights from recent regulator activity and ASIC reports 337 & 575, consider:
- What Advisers of SMSF need to learn from ASIC report 575
- Explore ASIC’s recent regulatory activity reviewing SMSF advice, including recent cases where Advisers have been banned from providing Financial services
- How to provide SMSF Advice to ensure they meet the “Best Interest Duty”
Presented by Neil Sparks, National Manager SMSF Strategy, BT Financial
This webinar will be streamed at AEDT
Accreditation
Attend and Earn 1 CPD Hour
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Presenters
Neil Sparks is the State Manager SMSF, WA/SA/NT for BT Financial Group. Neil is a qualified SMSF Specialist Adviser and former Chairperson of the South Australian Chapter of the SMSF Association. Neil is a corporate member of the State Executive of ASFA (Association of Superannuation Funds of Australia). Neil is a regular speaker on the topic of Superannuation and has specialist expertise in the Strategies, compliance and administration aspects of Self-Managed Super Funds (SMSF's).