INFO 274
Tips for giving self-managed superannuation fund advice
This is Information Sheet 274 (INFO 274). It is for Australian financial services (AFS) licensees and their representatives who provide personal advice to retail clients.
In plain English
INFO 274 provides guidance for AFS licensees and their representatives giving advice on self-managed superannuation funds.
INFO 274 is for Australian financial services (AFS) licensees and their representatives. It offers tips for providing personal advice to retail clients about self-managed superannuation funds. The guidance covers advice suitability, conflicts of interest, and disclosure requirements. It aims to help licensees meet their obligations under the law.
Why it matters
If your business provides advice on SMSFs, this guidance helps ensure you’re meeting your legal and ethical obligations. Following these tips can reduce compliance risks and protect your clients’ superannuation.
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Issuing regulator
ASIC →Topics
Source: https://www.asic.gov.au/regulatory-resources/financial-services/giving-financial-product-advice/tips-for-giving-self-managed-superannuation-fund-advice/. Rules Mate indexes + summarises; always verify against the regulator's live publication.