×

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

thought-catalog-tRL_Rkh6D8o-unsplash
Lessons from the Metaverse on branding your business

Since Facebook announced its name change in October 2021, various tech companies have been coming forward claiming trade mark infringement. The media storm gives rise to conversations about trade marks.

Read more
pexels-pille-kirsi-715347 (1)
Rent reviews – Lease terms save Landlord

It is common for the rent of commercial premises to be subject to a market review. A recent case provides insight for Tenants and Landlords on terms to be conscious of when it comes to market reviews.

Read more
Director id image Photo by Ono Kosuki from Pexels
Director IDs – What you need to know ahead of the November rollout

All Australian Company Directors will soon be required to register themselves with a Director ID – a unique identifier that will be kept indefinitely and applied across companies.

Read more