Become a Member
Membership
Education
Events
Resources
Tax Knowledge Exchange
About us
Contact us
  2003

SMSF Investment Rules & FSRA: Current Issues for Accountants, Lawyers and SMSFs

Source: Victoria

Published Date: 6 May 2003

 
The commercial and tax issues which affect SMSFs continue to be one of the least understood areas by trustees and advisors alike.

Using a case study approach, this seminar considered several SMSF investments and whether they meet the relevant SISA legislative requirements.

The key licensing and disclosure provisions under the Financial Services Reform Act (FSRA) impacting on accountants and lawyers were also addressed. Can you continue to give superannuation advice to your clients under FSR?

This seminar also provided guidance on transitioning to the new regime outlining the practical implications of the new licensing and disclosure requirements for those in the Superannuation, Accounting and Legal industries. Included in the overview was a summary of industry feedback received to date, and possible areas of debate and amendment heading towards the start date of 11 March 2004.

SMSF Investment Rules

Author(s): Emmett Wilkinson
Materials from this session:

FSRA - Impacts for SMSFs

Author(s): Germana Venturini
Materials from this session:

Details

  • Published On:6 May 2003
  • Took place at:Leonda by the Yarra, Hawthorn

The material is copyright. Apart any fair dealing for the purpose of private study,

research critisism or review, as permitted under the copyright Act, no part may be rerpoduced 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.

This material is copyright. Apart from any fair dealing for the purpose of private study., research, critisism or review, as permitted under teh copyright Act, no part may be reproduced by any process without written permission from The Tax Institute.

Unless expressly stated, opininons are not that of The Tax Institute, which accepts no responsibility for the accuracy of any of the information contained within it.

Tags

2003

Share this page