Published on 04 Jun 03
by SOUTH AUSTRALIAN DIVISION, THE TAX INSTITUTE
Issues covered in this seminar paper include:
- licensing update
- what financial products are
- what amounts to 'dealing' and advising in financial products
- self managed superannuation funds
- issues for accountants and financial planners (licence or authorised representative).
Con is a Partner in the Corporate & Commercial section of Thomson Playford
Lawyers. He specialises in financial services law (particularly financial services reform), fundraising, general corporate law and commercial transactions. Con regularly advises clients in the financial services industry in relation to transitional and compliance issues under the financial services reform legislation.
The Tax Institute is a Recognised Tax Agent Association (RTAA) under the Tax Agent Services Regulations 2009.
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