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Financial Services Reform - How Far Can You Go? presentation

Published on 08 May 03 by NEW SOUTH WALES DIVISION, THE TAX INSTITUTE

FSR has crept up unawares on accountants and lawyers. It imposes a blanket prohibition on giving financial product advice without being appropriately licensed and takes a broad approach to what constitutes this type of advice. It has cast doubt on whether many accountants and lawyers can continue to provide some of their current advisory services without now being licensed.

This presentation highlights major issues to be aware of and indicates the steps the Taxation Institute is taking on behalf of its members.

Author profile

Michael Payne-Mulcahy CTA
Photo of author, Michael PAYNE-MULCAHY Michael is currently Tax Counsel in the Tax Policy & Research Division of the Taxation Institute of Australia. He has qualifications in both law and accounting, in addition to a post-graduate law degree in international law. Prior to joining the Institute he worked in both the accounting and legal professions. Recently, Michael has had responsibility for monitoring developments in the Financial Services Reform area, working with the Institute representatives on this matter. - Current at 30 August 2017
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This was presented at 2003 NSW ANNUAL STATE CONVENTION - BUILDING & RENOVATING YOUR CLIENTS' BUSINESS STRUCTURES .

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

Individual sessions



Changing Owners

Author(s):  Margaret MCKERCHAR

Materials from this session:



Service Trusts/Structuring a Professional Practice

Author(s):  Ian R PHILLIPS

Materials from this session:



Further details about this event:

 

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