Apr 22 @ 9:00 pm - Oct 22 @ 11:00 pm$125
The Australian Securities and Investments Commission (ASIC) has announced three temporary relief measures for both licensed advisers and registered tax agents to help consumers receive affordable and timely financial advice during the COVID-19 pandemic.
• Relief to facilitate advice about early access to superannuation
• Relief to extend the timeframe for providing time-critical SOAs
• Relief to enable an ROA to be given in certain circumstances
The SMSF Association joined other major Australian professional bodies, CPA Australia, CA ANZ, FPA and IPA to work with ASIC to ensure Australians can receive timely and affordable advice to understand the Government’s COVID-19 economic packages including early access to superannuation.
This webinar features a dynamic panel discussion of all three relief measures in more detail. The panel provides a practitioner’s perspective, how the practical application works and what a Record of Advice (ROA) should look like.
This webinar is essential viewing for both licensed advisers and registered tax agents to ensure they understand how these measures will affect them and the advice they can or cannot provide.
Our panellists are:
John Maroney – CEO – SMSF Association
Aaron Dunn – CEO and Co-founder – Smarter SMSF
Peter Burgess – General Manager, Technical Services & Education – Superconcepts
Tracey Scotchbrook – Director – Superology Pty Ltd