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  Miscellaneous 2004

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

Source: Victoria

Published Date: 11 Mar 2004

 
This presentation 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?

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Author(s)

Individual Session

PDF and FSR issues applying to SMSFs

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

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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 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.

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Miscellaneous 2004

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