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SMSF Investment Rules & FSRA: Current Issues for Accountants, Lawyers and SMSFs

Published on 06 May 2003 | Took place at Leonda by the Yarra, Hawthorn , VIC

The commercial and tax issues which affect SMSFs continue to be one of the least understood areas by trustees and advisors alike.

Using a case study approach, this seminar considered several SMSF investments and whether they meet the relevant SISA legislative requirements.

The key licensing and disclosure provisions under the Financial Services Reform Act (FSRA) impacting on accountants and lawyers were also addressed. Can you continue to give superannuation advice to your clients under FSR?

This seminar also provided guidance on transitioning to the new regime outlining the practical implications of the new licensing and disclosure requirements for those in the Superannuation, Accounting and Legal industries. Included in the overview was a summary of industry feedback received to date, and possible areas of debate and amendment heading towards the start date of 11 March 2004.

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

Individual sessions

SMSF Investment Rules

Author(s):  Emmett WILKINSON This presentation covered a number of case studies of SMSF investment rules.

Emmett Wilkinson referred to a paper presented by Mark Pizzacalla on 28 March 2003 at the 17th National Convention in Adelaide. Click here to view the paper.

Materials from this session:

FSRA - Impacts for SMSFs

Author(s):  Germana VENTURINI This seminar paper contains case studies on the Financial Services Reform Act and its impact on SMSFs.

Materials from this session: