Best-interests duty is about what you can prove
The mere fact that a strategy looks like a good idea doesn’t fill the best-interests duty. A long and detailed paper trail is your ideal defense against fines.
The mere fact that a strategy looks like a good idea doesn’t fill the best-interests duty. A long and detailed paper trail is your ideal defense against fines.
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.
Industry