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The new regulatory framework for SMSF advisers presentation

Published on 12 Mar 15 by NEW SOUTH WALES DIVISION, THE TAX INSTITUTE

This presentation covers:

  • the new regulatory framework for SMSF advisers
  • removal of the accountants' exemption
  • transition period to 30 June 2016
  • limited AFSL for accountants and SMSF advisers
  • options to consider
  • obligation under the licensing regime
  • interaction with FOFA.

Author profile

Nidal Danoun CTA
Photo of author, Nidal DANOUN Nidal is the Principal Director of Prosperity Financial Services (PFS Consultancy). Nidal provides advice to financial institutions and professionals in the areas of advice assessment, financial services regulatory compliance and practice management. Nidal also works closely with the regulators in this space, including working as a subject matter expert advising on issues related to quality of advice, enforceable undertakings and licensing and accreditation of financial advisers. Nidal holds a Master of Commerce, he is a Chartered Accountant, a Fellow CPA Financial Planning Specialist, Certified Financial Planner, and a member of the CFA Institute. Nidal has over 20 years' experience in the financial services industry. - Current at 02 March 2017

 

This was presented at 12th Annual Superannuation Intensive .

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Individual sessions



The new regulatory framework for SMSF advisers

Author(s):  Nidal DANOUN

Materials from this session:

The ATO & SMSFs: An update

Author(s):  Matthew Bambrick

Materials from this session:

Further details about this event:

 

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