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18 May 2022 - What is legal advice - tax, super, wills, trusts and companies
In this session the Abbott & Mourly legal team will review what is and is not a legal service by way of a review of amendments, variations, rectifications and other measures including creation of SMSFs, providing tax advice, establishing trusts, companies, Wills, EPOAs and other documents.
For SAPEPAA certified accredited advisers we will also consider the competency standards and what is required to provide SAPEP advice and where the line is drawn for providing legal advice.