shopping_cart

Your shopping cart is empty

The Future of super advice - Licencing presentation

Member Price: Free
Non Member Price: $15.00

DisclaimerThis material is copyright. Apart from any fair dealing for the purposes of private study, research, criticism or review, as permitted under the Copyright Act, no part may be reproduced by any process without written permission from The Tax Institute.
Unless expressly stated, opinions are not that of The Tax Institute, which accepts no responsibility for the accuracy of any of the information contained within it.

Published on 05 May 17 by SOUTH AUSTRALIAN DIVISION, THE TAX INSTITUTE

This presentation covers:

  • ASIC doesn’t care about me. tips and traps for accountants providing SMSF advice:
    • the general rule
    • what is financial advice?
    • the key exceptions
    • execution only services
    • broad asset allocation
    • traditional accounting services
    • taxation advice.

 

Author profile

Catherine Evans
Catherine Evans is the CEO and Senior Lawyer at Kit Legal Pty Ltd, working with businesses to provide hands on legal support and specialising in those businesses seeking to thrive in heavily regulated industries. Catherine has over 10 years’ experience in financial services, superannuation (APRA regulated funds), risk and compliance frameworks, banking and finance. - Current at 28 March 2017
Click here to expand/collapse more articles by Catherine Evans.

 

This was presented at 2017 SA Super Day .

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

Individual sessions

The future of super advice - Licencing

Author(s):  Catherine Evans

Materials from this session:

Contributions workshop – Case study and answer guide

Author(s):  Jemma SANDERSON

Materials from this session:

Pensions workshop

Author(s):  Nicole SANTINON,  Leo Efthivoulou

Materials from this session:

Super update

Author(s):  Kerri Reynolds

Materials from this session:

Further details about this event:

 

Copyright Statement