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Practical implications of the new regulatory framework for accountants and SMSF advisors presentation
Published on 26 Mar 14 by NEW SOUTH WALES DIVISION, THE TAX INSTITUTE
This presentation covers:
- SMSF advice:
- removal of the accountants' exemption
- limited AFSL for accountants and SMSF advisers
- transition period to 30 June 2016
- options to consider
- interaction with FOFA
- regulators & SMSF:
- ASIC activities in the SMSF space
- report 337
- consultation paper 216.
Author profile
Nidal Danoun FTI
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 11th Annual Superannuation Intensive .
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Individual sessions
Major devevelopents impacting SMSFs since March 2013
Author(s): David BUSOLIMaterials from this session:
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Practical implications of the new regulatory framework for accountants and SMSF advisors
Author(s): Nidal DANOUNMaterials from this session:
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Insurance in the context of superannuation
Author(s): Craig DAY, Jeffrey ScottMaterials from this session:
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Compliance and audit issues facing SMSFs
Author(s): Belinda AISBETTMaterials from this session:
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The ATO role in the administration of superannuation
Author(s): Stuart FORSYTHMaterials from this session:
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