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The Prudently Managed Fund presentation
Published on 17 Jul 03 by QUEENSLAND DIVISION, THE TAX INSTITUTE
This presentation covers the following topics:
- investment strategies
- prudential standards
- artworks and chattels
- installment warrants
- liability v borrowing
- shareholder discount cards
- member reporting.
Author profile
Timothy Kendall
Tim has more than 17 years experience in the chartered accounting profession. He is a specialist in the Assurance area and has extensive experience in the audit of clients from a wide range of industries including insurance, manufacturing, mining and financial institutions. He is presently responsible for the audit of the some of Queensland's major financial institutions. Work on major projects includes audits of Superannuation funds, preparation of expert reports for prospectuses, audit services in respect of the Prudential Standards issued by the Australian Prudential Regulation Authority and technical advice for risk management systems. - Current at 01 January 2004
This was presented at Superannuation - Focus on SMFs .
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Individual sessions
Set up an SMF: Implementing the Idea
Author(s): Neal DALLASMaterials from this session:
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The Prudently Managed Fund
Author(s): Tim KENDALLMaterials from this session:
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Dealing with Related Parties
Author(s): Joanne DWYERMaterials from this session:
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Lump Sums and Winding Up
Author(s): Scott HAY-BARTLEMMaterials from this session:
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Drawing Your Pension
Author(s): Allan MCPHERSONMaterials from this session:
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The Regulator's Approach
Author(s): Lesley EASTMaterials from this session:
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