Applying the FASEA code in isolation

Technical Summit 2020

Whilst FASEA request that you don’t apply the standards of the Code in isolation (of each other), it’s more difficult when isolation is forced upon us. Social distancing may be the catch-phrase of 2020, but in this session we will come together to examine the code at arm’s length and through the use of hypothetical and practical experience, discuss how SMSF advice scenarios can be approached under the FASEA Code.

At the end of the session, you will be able to:

  • Gain a deeper understanding of various standards of the FASEA Code of Ethics;
  • Identify ways the COVID-19 environment can enhance the ability of an adviser to comply, and;
  • Identify from practice what can be built into approaches in a post COVID-19 world.

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