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The new regulatory framework for SMSF advisers presentation

Member Price: Free
Non Member Price: $15.00

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Published on 09 Mar 16 by NEW SOUTH WALES DIVISION, THE TAX INSTITUTE

This presentation covers:

  • the new regulatory framework for SMSF advisers
  • the new limited licensing framework and your options from 1 July 2016
  • what it means to be operating under the new framework
  • last minute tips of what you need to do to be ready for 1 July 2016
  • practical considerations for dealing with the new regime
  • discussion of the key post-licensing compliance concerns
  • FOS and industry trends.

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 13th Annual Superannuation Intensive .

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

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