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  • Best Interests Adviser Checklist

    $40.00 inc. GST (5 accountants)

    What

    A best interests compliance checklist

    Suitable for

    Accountants with a limited AFS licence or authorised representative authority

    Contains

    A safe harbour process and detailed guidance on the best interests obligations, covering

    • The best interests duty
    • Appropriate advice
    • SMSF recommendations
    • Client warnings
    • Safe harbour steps
    • Record keeping
    • Ongoing client service
    Benefits
    • Simple one-stop guide
    • Includes practical guidance and examples
    • Supports your quality assurance programme
    Use
    • Convenient reference guide
    • Integrate into your advice process and/or software
    • Attach to client advice files
    • Incorporate into adviser review process
    This price is for use by 5 accountants. Discounts are available for >5 accountants. Contact us for a quote.
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