2015 SMSF Association state technical conference

The 2015 SMSF Association state technical conferences begin this morning in Sydney, before moving on to Brisbane, Melbourne, Adelaide and Perth in coming days, offering in-depth analysis of the most current and pressing issues related to giving advice to the trustees of self-managed superannuation funds (SMSFs). Professional Planner is a major media partner to the event.

Click on the banner below to download the state technical conferences newsletter.

 

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How a disappearing adviser exposed vulnerabilities in the governance chain

How a disappearing adviser exposed vulnerabilities in the governance chain

On the face of it, she looked like the model adviser. She was respected by her peers, her advice was good, she regularly won awards, and her clients loved her. Then she started pre-charging clients fees for service, took the money, spent it, and disappeared. That disappearance was ultimately how Count found her.

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