Published on 22 May 14
by NEW SOUTH WALES DIVISION, THE TAX INSTITUTE
This presentation covers:
removal of the accountants' exemption
limited AFSL for accountants and SMSF advisers
transition period to 30 June 2016
options to consider
regulators & SMSF:
ASIC activities in the SMSF advice space
consultation paper 216
ATO activities in the SMSF space.
Nidal Danoun CTA
Nidal is the Principal Director of Prosperity Financial Services (PFS Consultancy). Nidal provides advice to financial institutions and professionals in the areas of advice assessment, financial services regulatory compliance and practice management. Nidal also works closely with the regulators in this space, including working as a subject matter expert advising on issues related to quality of advice, enforceable undertakings and licensing and accreditation of financial advisers. Nidal holds a Master of Commerce, he is a Chartered Accountant, a Fellow CPA Financial Planning Specialist, Certified Financial Planner, and a member of the CFA Institute. Nidal has over 20 years' experience in the financial services industry. Current at 23 November 2015
The Tax Institute is a Recognised Tax Agent Association (RTAA) under the Tax Agent Services Regulations 2009.
All materials provided on this site are protected by copyright and are owned by or licensed to TTI.
Except as expressly permitted by TTI or the copyright owner, any person or company who uses this site must not use, reproduce, redistribute, retransmit, publish or otherwise transfer, or commercially exploit, the materials or any information, software or other content, in whole or in part, which is available through this site.