John McAuliffe Blog

Two chats we had today

1. 
as only in this last 1 hour i chatted with a man who sadly lost his wife earlier this year & still not resolved with the Public trustee

& he  estimates the  cost closer to 10k & not the 7k they estimate
 
Lets save time & stress later by actioning today
 
here is the link to do from your couch this w/e and estate specialists selected as best in class in the state
Read more ...

We’ll have to shout you a bottle (or three) of red wine, or a bottle of Scotch! >

On 3/09/2020 9:34 am, J***** wrote:
>
> Hi John,
>
>  > Some exciting news. L***** age pension has finally been approved!
>
> Not only will he be receiving payments from 14th September, but payment has been backdated to January, when the original claim was submitted (and which Centrelink lost) Read more ...

Your best interests

Complying with the best interests duty

RG 175.267 Section 961B(2) provides a ‘safe harbour’ for advice providers.

If an advice provider can show that they have taken the steps in s961B(2),
they are considered to have complied with the best interests duty.

Book a free 10 minute call and learn insights from our work with clients over the past 36 years

RG 175.268 The safe harbour requires an advice provider to:

(a)identify the objectives, financial situation and needs of the client that were disclosed by the client through instructions;
(b)identify

:(i)the subject matter of the advice sought by the client (whether explicitly or implicitly);

and

( ii)the objectives, financial situation and needs of the client that would reasonably be considered relevant to advice sought on that subject matter (client’s relevant circumstances);

(c)if it is reasonably apparent that information relating to the client’s relevant circumstances is incomplete or inaccurate, make reasonable inquiries to obtain complete and accurate information


Book a free 10 minute call and learn insights from our work with clients over the past 36 years

#financialadviser #financialadvisor #financialwellbeing #financialplanner #financialfitness

John Michael McAuliffe AFA, DipFp., BSc., DipTeach.

John is a Premier Wealth Coach & Financial Strategist. John McAuliffe Authorised Representative No.238629 of The Financial Link Group Pty Ltd

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