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

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


Interest Deductibility Post Business Cessation

Author(s):  Justin DABNER

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