Become a Member
Membership
Education
Events
Resources
Tax Knowledge Exchange
About us
Contact us
  Miscellaneous 2004

Product Disclosure Statements & Related Financial Services Reform Issues Applying to Self Managed Superannuation Funds seminar

Source: Victoria

Published Date: 11 Mar 2004

 

Sorry, this is subscriber only content.

If you're not yet a subscriber, to gain access to this material and much more - Subscribe Now.

Already a Subscriber? Login now

Subscribe Now

Already a Subscriber? Login now

This seminar paper deals with the impact of the Financial Services Reform on SMSFs. This subject is particularly topical as Financial Services Reform commences on 11 March 2004.

It identifies issues that practitioners and their clients need to be aware of, including:
- does a SMSF need a Product Disclosure Statement (PDS)? - the new FSR exemption for Recognised Accountants advising on SMSFs (announced 11/2/2004)
- what are the content requirements of any PDS?
- what reporting obligations are now imposed on SMSF trustees?
- is a PDS required when commencing a pension that is paid from a SMSF?
- is a PDS required when a change of name of fund or a change of trustee occurs?

Author(s)

Individual Session

PDF and FSR issues applying to SMSFs

Author(s): John Sudano
Materials from this session:

Download

Details

  • Published By: John Sudano
  • Published On:11 Mar 2004
  • Took place at:Leonda by the Yarra, Hawthorn

The material is copyright. Apart any fair dealing for the purpose 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.

The Tax Institute
(ABN 45 008 392 372 (PRV14016))

("TTI")

The Tax Institute is a Recognised Tax Agent Association (RTAA) under the Tax Agent Services Regulations 2009. 

Copyright Statement

All materials provided on this site are protected by copyright and are owned by or licensed to TTI.

Except as expressly permitted by TTI or the copyright owner, any person or company who uses this site must not use, reproduce, redistribute, retransmit, publish or otherwise transfer, or commercially exploit, the materials or any information, software or other content, in whole or in part, which is available through this site.

Tags

Miscellaneous 2004

Share this page