- February 18, 2021
- Presentations
- Ethics, SMSF Advice
National Conference 2021
With the continued growth of the SMSF market, advice to this market will continue to attract focus. Should you advise the trustee or the members? Can you provided scaled advice? How can your advice processes assist trustees in meeting their duties?
In this session we will look at the current landscape of SMSF advice – not from a strategy perspective – but form a delivery and documentation perspective, considering existing and emerging issues.
At the end of the session, you will be able to:
- Determine when advice should be directed to the trustees or the members;
- Understand the barriers identified in providing scaled advice and seeing how they can be addressed for SMSF advice, and;
- Consider the implications from the Retirement Income Review and how they may affect SMSD advice into the future.
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