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.