×

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

Brisbane
Property: Acquisition & Transaction Structures

At our Wednesdays With Redchip event in July, experts from our property team discuss put and call options and development structures.

Read more
ashraf-ali-JLW-T4LiJCw-unsplash
Land tax changes from 30 June

From midnight on 30 June 2019, the Queensland Government will introduce changes to its land tax rates, including changes to the absentee surcharge and a new surcharge for foreign companies and trustees.

Read more
Beautiful Woman Portrait Against The Brick Wall
Estate Planning for Advisers

Professional advisers, such as accountants and financial planners, are in an ideal position to help their clients prepare for the inevitable by taking steps to get their Estate Planning sorted.

Read more