Ageing clients, advice and ethics

National Conference 2020 – Technical Paper

With ageing comes frailty. Solutions for supporting an older person need to involve the family but these discussions can bring out the good, the bad and the very ugly. Pick up FASEA’s spotlight on ethical advice using the conference case study to unpack advice to ageing clients and their families. The case studies include:

  • Assessing the value of strategies for the former home and superannuation;
  • Identifying the client to assess best interest or conflict, and;
  • Tips for managing client conversations.

Ageing clients, advice and ethics

Technical Paper

The contents of this resource are taken to be correct at the time of publication.

Disclaimer: Technical Papers contain factual information only and are prepared without considering particular objectives, financial circumstances and needs. The information provided is not a substitute for legal, tax and financial product advice. The information contained in this document does not constitute advice given by the SMSF Association to you. If you rely on this information yourself or to provide advice to other persons, then you do so at your own risk. The SMSF Association is not licensed to provide financial product advice, legal advice or taxation advice. We recommend that you seek appropriate professional advice before relying upon the information in this technical paper. While the SMSF Association believes that the information provided is accurate, no warranty is given as to its accuracy and persons who rely on this information do so at their own risk. The information provided in this paper is not considered financial advice for the purposes of the Corporations Act 2001. © SMSF Association