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Financial services reforms and regulations presentation

Member Price: Free
Non Member Price: $15.00

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Published on 06 Jun 13 by NEW SOUTH WALES DIVISION, THE TAX INSTITUTE

This paper covers some of the key elements of the financial services regulations and their impact on practitioners including,

  • impact of Future of Financial Advice (FOFA)
  • accountant exemption and the transition period
  • limited AFSL for accountants and SMSF advisers??
  • tax advice provided by non-tax practitioners/ accountants??
  • SMSF auditors registration.

Author profile

Nidal Danoun FTI
Photo of author, Nidal DANOUN Nidal Danoun is the executive director of Prosperity Financial Services (PFS Consultancy). Nidal provides advice and training to organisations, businesses, and professionals in the areas of financial services regulations, ethics, corporate governance, and culture. Nidal is also a lecturer at the University of New South Wales (UNSW) Business School and the Australian Graduate School of Management (AGSM) in the areas of wealth management, ethics, leadership and estate planning. He is also a Certified Ethics Trainer with the CFA institute. Nidal regularly work with and advise regulators, financial and education institutions and accounting firms. Nidal holds a Master of Commerce in finance and business law; he is a Chartered Accountant, a Fellow CPA Financial Planning Specialist, a Certified Financial Planner, Chartered Tax Adviser, and a member and a certified ethics trainer of the CFA Institute. Nidal has over 25 years of experience in the financial services industry. - Current at 05 November 2024

 

This was presented at NSW 6th Annual Tax Forum .

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