The Australian Securities and Investments Commission (ASIC) recently issued a consultation paper suggesting additional disclosures that might be appropriate for advisers who recommend clients set-up self-managed superannuation funds (SMSFs). Several of these disclosures make sense and in fact, in our view, should already be part of a discussion with the client at the establishment phase.
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.
Featured Homepage Posts