Quarterly Adviser Workshop Series 1:

The 'Ripoll' effect on financial product advice

The Ripoll Enquiry has concluded with a series of recommendations which may change the face of financial advice in Australia.  QA Workshop 1 will discuss the outcomes of Ripoll, together with topical scenarios faced by advisers.

This presentation will include:

1. An update on major events presently influencing the financial services industry
2. A walk through the findings of the Ripoll Enquiry
3. How Uniform Succession may influence estate planning considerations
4. Differential insurance pricing - how do you best advantage your super fund members?
5. Rollovers and the tax-free componentThe latest on the Henry and Cooper reviews

Case studies will be used to make the training interactive and reinforce learning.  An assessment will be conducted at the end of this session.

Who should attend?
The audience for AIST's Quarterly Adviser Workshops are advisers and support staff who provide personal financial product advice to superannuation fund members. 

Registration:
If your fund participates in AIST's AFSL Compliance and Professional Development Program there is no additional charge for attending this seminar. Please register by completing this form.

All other participants can complete this form.

Cost

CPD Hours
3 hours