ASIC set to ‘have a field day’ with accountants

go site The IPA is advising members to be extremely cautious with the advice they give clients in relation to the superannuation changes, warning about the “elephant in the room” in the lead up to 30 June 2017.

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more info here The IPA’s Tony Greco stressed there is a “very fine line” between providing factual information and financial advice, noting it is “almost impossible” to guide clients through the latest round of superannuation reforms without giving financial advice.

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click to read more “The big elephant in the room is how tax agents will navigate the looming super changes for all their clients with super balances close to $1.6m transfer balance,” said Mr Greco. “Unless the agent is licensed, ASIC will have a field day,” he said.

More about the author Mr Greco encourages members to be meticulous in their documentation with their clients, ensuring the client is aware of the kind of advice they are receiving.

click here “Our members have a referral service available so that a licensed financial provider can bridge the gap,” he said. “The looming super changes are quite complex and best left to those that have the required competence,” he added.

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