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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 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 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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