1 April 2011 00:01
Failure to take proper care can result in very negative outcomes for clients and advisers.
Bryce Figot is a senior associate at SMSF law firm DBA Lawyers – www.dbalawyers.com.au. For a free template tool to help assess a client’s contribution position, please email the author.
adviser, Appeals Tribunal, clients, self managed super, self managed super fund, smsf, Taxation Office
Dixon may be doing the right thing in the pandemic, but the contentious adviser is doing it for all the wrong reasons.
Professional Planner is the leading voice for financial planners where they can learn about industry standards, get news, information, debate and develop new ideas.
We acknowledge the Traditional Custodians of this land upon which Conexus Financial sits, the Cadigal of the Eora Nation. We recognise their continuing connection and unique cultural and spiritual relationships to the land, waters and community. We pay our deepest respects to them and their culture, and to Elders both past and present.
IN FOCUS: All types of portfolio diversification are not equal"/>
Interview For the people: a foot in two camps helps bridge the gap for accident victims"/>
COVER STORY Bullseye! How major super funds are hitting the target with advice"/>
Leave a Comment
You must be logged in to post a comment.