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Risk Management | Compliance

Transitional relief is coming to an end. This session will arm you with the knowledge you need now to safeguard your practice and clients in the wake of NALI reforms.

In this session:

  • NALI case studies – gain insights and learnings from case studies of clients and practices that have been caught out
  • Safeguard clients – key strategies and considerations for minimising NALI risk to clients
  • SMSF watchdog – discover what will leave your practice vulnerable to ATO perusal in 2021 and beyond

1 CPD hour Technical Competence

Craig Day
Head of Technical Services, Colonial First State

Q & A with Craig post session:

SMSF Adviser CPD points

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