Advising on Crypto – Do's and Don'ts for Advisers

15 June 2022

Topical Webinars

Paul Derham
Managing Partner
Advising on Crypto – Do's and Don'ts for Advisers

Your clients are certainly investing in crypto – and many of them want advice.

Where are they getting it from?  What can you say?  What can’t you say?

Are crypto assets financial products and so captured by the Australian Financial Services Licensing regime?

In this session, we discuss the current regulatory landscape, and talk to one of Australia’s largest crypto exchanges and advisory firms in this space – Caleb & Brown.

What's covered

  • Regulatory framework
  • No advice v general advice v personal advice
  • Who are the players
  • Ways to invest (direct, indirect, SMSF)
  • Investment selection

Non-Subscriber Price

Price: $125

GST: $12.50

$137.50 inc GST

CPD Details

1.0 hours

Categories:

  • General
  • Regulatory Compliance and Consumer Protection

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