Are you providing personal advice to retail clients on superannuation including SMSFs, life insurance, personal insurance and investments? Practitioners who are licensed financial advisers or employ advisers in their practices should be aware of the coming new professional standards framework.
From the beginning of the new financial year, accountants will have to be licensed to deliver SMSF advice to clients.
CPA Australia advocates a framework of new education and professional standards in the financial planning industry, to raise the bar on the quality of advice offered to clients.
It’s not an option to wait until the accountants’ exemption has been repealed – now is the time to be prepared.
Why now is the right time for making crucial decisions.
Public practitioners have important decisions to make in coming months.