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The future of super advice - Licencing paper

Published on 05 May 17 by SOUTH AUSTRALIAN DIVISION, THE TAX INSTITUTE

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.

Author profile

Catherine Evans
Catherine Evans is the CEO and Senior Lawyer at Kit Legal Pty Ltd, working with businesses to provide hands on legal support and specialising in those businesses seeking to thrive in heavily regulated industries. Catherine has over 10 years’ experience in financial services, superannuation (APRA regulated funds), risk and compliance frameworks, banking and finance. - Current at 28 March 2017
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This was presented at 2017 SA Super Day .

Get a 20% discount when you buy all the items from this event.

Individual sessions


Pensions workshop

Author(s):  Nicole SANTINON,  Leo Efthivoulou

Materials from this session:

Super update

Author(s):  Kerri Reynolds

Materials from this session:

Further details about this event:

 

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