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Superannuation Post Cooper Review - Where Are We Now?

Published on 17 Sep 2010 | Took place at Geelong, VIC

The Cooper Report is the third major review affecting the financial services and superannuation industry, after the Ripoll Inquiry and the Henry Tax Report. The Cooper Report has made a number of significant recommendations in relation to self-managed superannuation funds and financial planning.

This event covered:

  • the recommendations of the Cooper Report
  • what effect will this have on the future of superannuation?
  • the future status of in-house assets and “exotic” investments
  • is this the end of “in-house” super fund audits?
  • are we are entering into a period of stability or greater uncertainty in superannuation?
This event was part of the breakfast club and also held in Hawthorn on the 16th of September.

Individual sessions

Superannuation post Cooper Review

Author(s):  Denis Mead,  Chris KETSAKIDIS This paper covers:

  • structure of SMSFs
  • SMSF trustees - education and competency
  • dispute mechanisms
  • service providers
  • approved SMSF auditors
  • investments
  • related party investments
  • SMSF information
  • financial advisors.
Materials from this session: