Clarity with Cleardocs - Monthly Video Series
Keeping on top of the critical tax and legal compliance news can be tricky. With Clarity, our monthly Cleardocs video series, we bring to light key issues facing your clients. Whether its unveiling the implications of changes to superannuation, tax, or estate planning, each episode will help you provide your clients with the essential trusted advice and compliance services they need. The videos are brought to you by our Thomson Reuters Tax Specialists and will complement your ClearLaw and ClearNews content.
Watch the latest monthly compliance news video.
Do you have the right tools and processed in place to meet your obligations to clients and the regulator? In this episode, we look at ASIC?s major concerns around lack of compliance, highlight key things to look out for and how to ensure best interest duties are recorded clearly for quality, compliant advice. We will also take a look at important inclusions for quality statements of advice, the Royal Commission?s interim report into the industry and key deadlines for the Financial Advisers Register.
In this episode we examine the ever world of tax and superannuation, which thanks to the July 2017 reforms has become more complicated. This video, specially prepared for Cleardocs customers, highlights some of the possible strategies for building a large superannuation balance.
Thomson Reuters ClearLaw
Published in conjunction with our lawyers at Maddocks, ClearLaw helps keep you up-to-date with the current legislative issues that may affect your clients in the practice areas that our products support.