This paper covers:
- tips and traps for accountants providing SMSF advice
- the general rule
- what is financial advice?
- the key exceptions
- execution only services
- broad asset allocation
- traditional accounting services
- taxation advice.
maintenance
2017
The future of super advice - Licencing
Source: South Australia
Published Date: 5 May 2017
Individual Session
The future of super advice - Licencing
Author(s):
Catherine Evans
Materials from this
session:
Details
- Published By: Catherine Evans
- Published On:5 May 2017
- Took place at:Adelaide Convention Centre, Adelaide
The material is copyright. Apart any fair dealing for the purpose of private study,
research critisism or review, as permitted under the copyright Act, no part may be rerpoduced by any process without written permission from The Tax Institute.
Unless expressly stated, opinions are not that of The Tax Institute, which accepts no responsibility for the accuracy of any of the information contained within it.
This material is copyright. Apart from any fair dealing for the purpose of private study., research, critisism or review, as permitted under teh copyright Act, no part may be reproduced by any process without written permission from The Tax Institute.
Unless expressly stated, opininons are not that of The Tax Institute, which accepts no responsibility for the accuracy of any of the information contained within it.
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