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Tangelo Talks: Andy Reynolds on supporting advice clients who have had successful TPD claims.
Financial Advice Practices, Financial Advice, TPD Claims, Tangelo Talks, Superannation Guest User Financial Advice Practices, Financial Advice, TPD Claims, Tangelo Talks, Superannation Guest User

Tangelo Talks: Andy Reynolds on supporting advice clients who have had successful TPD claims.

In the latest episode of “Tangelo Talks” Conrad Travers sits down with TPD and Injury claims specialist Andy Reynolds (also a practicing financial adviser) to talk through some of the myriad traps advisers and lawyers who don’t understand this area thoroughly can fall into, for example, Centrelink and tax implications.

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Royal Commission recommendations are due for implementation in 2021 - have you prepared?
Tips, Compliance obligations, AFSLs, Financial Advice Practices Guest User Tips, Compliance obligations, AFSLs, Financial Advice Practices Guest User

Royal Commission recommendations are due for implementation in 2021 - have you prepared?

As part of the Royal Commission recommendations, there are a raft of changes coming our way, including independence declaration, the banning of advice fees inside MySuper products and the widening of reference checking processes industry wide. These changes will all require some level of action to accommodate, but there are two changes which we believe are most significant that licensees should start acting on now (if they haven’t already) which are the breach reporting and ongoing fee arrangement changes.

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