×

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

pexels-tobias-bjørkli-2119706
Transforming by choice

As the commercial space gathers momentum, businesses are jumping back into action. We’re enjoying seeing businesses continue to transform, but this time by choice.

Read more
pexels-kampus-production-7477723 (2)
The power of change – EPA changes increase control and clarity

Changes to Enduring Powers of Attorney (EPAs) came into effect on 30 November 2020, updating decades-old forms and adding provisions for some previously grey areas.

Read more
Director Resignation Photo by Sora Shimazaki from Pexels
Timing is everything – Three takeaways for resigning directors

New rules aimed at resigning directors have come into force and there is no longer any room for delay when it comes to lodging a resignation with ASIC.

Read more