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Replacement of the “accountants’ exemption” - The limited licence regime paper

Published on 12 Jun 14 by WESTERN AUSTRALIAN DIVISION, THE TAX INSTITUTE

This paper covers:

  • options available for accountants
  • authorised activities under the "limited licence"
  • the practical considerations relating to the licensee’s back-office under the new licensing regime.

Author profiles:

Mark HALSEY
Mark Halsey is a Solicitor with Halsey & Associates and has extensive practice relating to FSR issues. Prior to becoming admitted, he was involved in the funds management and insurance industries including three years as a private client adviser with stockbrokers Saw James. He was also State Financial Planning Manager - MLC Financial Planning Services in WA. Mark advises a wide range of clients in financial series, corporation law, insurance and banking issues and has provided legal services and training series to a broad range of organisations. During 2001 Mark jointly conducted the national compliance review of dealer groups Securitor and PACT, in conjunction with international law firm Minter Ellison. Halsey & Associates was established in 2000.

Current at 31 October 2003

Click here to expand/collapse more articles by Mark HALSEY.
 
Fiona HALSEY

Click here to expand/collapse more articles by Fiona HALSEY.

This was presented at Superannuation Day .

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