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The superannuation/SMSF licensing regime panel session presentation

Published on 22 May 14 by NEW SOUTH WALES DIVISION, THE TAX INSTITUTE

This presentation covers:

  • SMSF advice:
    • 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
    • report 337
    • consultation paper 216
  • ATO activities in the SMSF space.

Author profile:

Author Photo - Nidal Danoun CTA
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
 

This was presented at NSW 7th Annual Tax Forum.

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