{"id":382,"date":"2015-08-06T09:28:05","date_gmt":"2015-08-05T23:58:05","guid":{"rendered":"https:\/\/fwgs.net.au\/?p=382"},"modified":"2015-08-13T13:03:04","modified_gmt":"2015-08-13T03:33:04","slug":"asics-advice-for-smsfs-rg-205","status":"publish","type":"post","link":"https:\/\/fwgs.net.au\/asics-advice-for-smsfs-rg-205\/","title":{"rendered":"ASIC’s Advice for SMSFs RG 205"},"content":{"rendered":"
Anyone would think that ASIC had the accountants\u2019 exemption expiry in mind with this timely offering!\u00a0 The key points are:<\/p>\n
finance wise\u00a0note:<\/strong> virtually no LAR is authorised to provide product advice so good luck with that one.<\/em><\/p>\n If the advice concerning a SMSF\u2019s Investment Strategy is inappropriate given the members risk appetite and investment goals you will be in breach.<\/p>\n finance wise\u00a0note:<\/strong> this topic is not covered in dfp 1 or dfp 2.<\/em><\/p>\n Join our license as a LAR and this is all dealt with via our SoA template and prior to that our induction video and our practice integration process.<\/p>\nAccess to Complaints Mechanisms<\/strong><\/h4>\n
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The appropriateness of different SMSF structures<\/strong><\/h4>\n
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Trustee obligations<\/strong><\/h4>\n
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Trustee obligations to develop an investment strategy<\/strong><\/h4>\n
Additional information to be included in a SoA<\/strong><\/h4>\n
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The finance wise Solution<\/strong><\/h2>\n