×

Video | Fulfilling advisers’ Best Interests Duties

I’ll always be here for you dad!

Most financial advisers are aware that their Best Interests Duty under the FOFA legislation includes discussions about Estate Planning. But what many don’t realise is that it’s not as simple as providing the name of an Estate Planning lawyer.


In this 5 minute video, Ian Tindale breaks down the steps financial advisers are required to take in regards to their clients’ Estate Planning in order to fulfil their Best Interests Duty.

Back to Articles
Redchip

Recent Articles

Kids on IPhones small
Digital Legacy – is this the most valuable part of your Estate?

Social media accounts for 33% of the total time we spend online averaging 2 hours and 24 minutes per day across multiple social networks and messaging apps.

Read more
Business Review small
Financial distress and your safety net during COVID-19

Temporary changes to insolvency laws mean businesses have a safety net whilst they dealt with the sudden and dramatic decline in revenue as a result of COVID-19.

Read more
Man signing a contract when buying a new house
Attention Landlords – don’t be left high and dry by an insolvent tenant

As a Landlord, how do you collect security from a tenant under a lease?

Read more