Tech Know - To advise or not to advise – the Standard 3 questions

Podcast & PDF

Information for advice professionals only.

With the FASEA appearance at the Senate Estimate Committee this week, this week's podcast looks at the potential for amendments to Standard 3 of the FASEA Code of Ethics.

Listen to the podcast below or download the technical podcast 04/06/21 transcript.

You can also access this podcast via Soundcloud.

Access the latest in practice insights, market news and articles to help you grow your business.

The news this week has all been about super. With the latest super statistics released from APRA and the ATO, the future of super looks great. But there is still much to be addressed.
Podcast & PDF

This podcast explores how this calendar year has seen global equities drop 35.8% from their pre-pandemic high but have since recovered 52.4%, a drop from the February high of 2.4%.

Podcast & PDF
This week the Financial Services Counsel released its Financial Advice Green Paper, which has proposed a number of possible reforms to the way advice is delivered to clients, including changes to the best interests duty and documentation requirements. In this week’s podcast, we sit down with Blake Briggs, Deputy CEO of the Financial Services Council to discuss the green paper and these important issues.
Podcast & PDF

Things you should know: This commentary has been prepared by Westpac Financial Services Limited for use by advisers and must not be made available to any client. The commentary provides an overview only and should not be considered a comprehensive statement on any matter or relied upon as such. Projections given are predicative in character and whilst every effort has been taken to ensure that the assumptions on which the projections are based are reasonable, the projections may be based on incorrect assumptions or may not take into account known or unknown risks and uncertainties. The results ultimately achieved may differ materially from these projections. This commentary may also contain material provided by third parties derived from sources believed to be accurate at its issue date. While such material is published with necessary permission, Westpac Financial Services Limited does not accept any responsibility for the accuracy or completeness of, or endorses any such material.