Retail -v- Wholesale Clients

Non-Subscriber Price Price: $120.00 + GST: $12.00
Total: $132.00
Close Complete an Assessment for CPD Points Assessments CPD: 1 Get CPD Certificate
CPD Hours: 1

Webinar Type

In this webinar, Holley Nethercote Partner, and SMSF expert, David Court, will talk about the distinction between retail and wholesale clients.

In this one-hour webinar, David will:

  • explain why the distinction is important
  • examine the five eligibility tests (particularly in the context of SMSFs)
  • look at the reality of some common myths
  • identify common mistakes

This webinar can also be counted towards your FASEA CPD requirements.

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