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  • Financial Services Reform Act - Impacts for SMSFs and Options for Financial Services Professionals presentation

Financial Services Reform Act - Impacts for SMSFs and Options for Financial Services Professionals presentation

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Non Member Price: $15.00

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Unless expressly stated, opinions are not that of The Tax Institute, which accepts no responsibility for the accuracy of any of the information contained within it.

Published on 18 Oct 03 by TASMANIAN DIVISION, THE TAX INSTITUTE

This presentation covers the following topics:
- key licensing and disclosure requirements of the FSR Act including a discussion of 'financial product advice' and 'incidental advice'
- major issues, impacts and options for superannuation, accounting and legal professionals
- how to plan and be ready for the changes ahead, and what tools and systems may be needed.

Author profile

Germana VENTURINI
Germana is the Manager of Consulting Services at Accent Consulting in Melbourne. She has considerable experience in the financial services industry in a number of roles, including financial accountant, paraplanner and compliance officer. Germana has most recently focused on the impact of the Financial Services Reform Act on the accounting & legal industry, and in particular, on current practices across the industry, with emphasis on creating compliance models of 'best fit' for these practices.

Current at 25 August 2003

Click here to expand/collapse more articles by Germana VENTURINI.

 

This was presented at TASMANIAN STATE CONVENTION 2003 - WIRED FOR TAX .

Get a 20% discount when you buy all the items from this event.

Individual sessions

Business Structures for SMEs

Author(s):  Gil LEVY

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General Tax Update

Author(s):  Peter THOMPSON

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Interest Deductibility Post Business Cessation

Author(s):  Justin DABNER

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Property Development - some selected tax issues

Author(s):  Ron JORGENSEN

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Superannuation Update

Author(s):  Sharyn LONG

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Financial Services Reform Act

Author(s):  Germana VENTURINI

Materials from this session:

Consolidation for SMEs

Author(s):  Ken SPENCE

Materials from this session:

Further details about this event:

 

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