Acting in the best interest of the client – SMSF and LRBA advice


What is this Webinar about?

Self-managed Superannuation Fund (SMSF) and Limited Recourse Borrowing Advice (LRBA) advice remains a strong focus of the regulator, with ASIC due to release the findings of their review into SMSF advice shortly. Early indicators are that the results are not favourable. The recent hearings from the Royal Commission has also highlighted some significant concerns.

This webinar is designed to identify some of the common issues identified with SMSF establishment and LRBA advice. It will also provide guidance on improving the quality of your advice documentation. Topics covered will include:

- Recent enforcement action related to SMSF and LRBA advice,
- Conflicts of Interest and conflicted remuneration,
- Product replacement, cash flow and projections,
- Scoping the advice.

Suitable for: Financial Advisers, Para Planners and Support Staff

*Please note, all Webinars are in Australian Eastern Standard Time