SMSF advice - where to from here | Accurium

We are excited to announce that our guest speaker for this webinar is Nidal Danoun from Prosperity Financial Services. 

SMSF advice - where to from here 

The SMSF sector has witnessed significant growth over the years and with this growth the need for professional advice has also continued to grow. A common theme raised in our recent survey was a desire for education on ethics and compliance with respect to advice and what this means for SMSF accountants. This session addresses the SMSF retiree’s need for professional advice and the challenges facing accounting and advice professionals in their attempts to assist their clients.
 
This session will cover:
 
  1. What advice can be provide under an SMSF accountant’s limited licence 
  2. Which SMSF services can be provided without an AFSL licence 
  3. ASIC activities in the SMSF space 
  4. ASIC info sheet and compliance tips 
  5. The old accountants’ exemption – is it still dead?  
  6. The FASEA code of ethics 

About Nidal

Nidal Danoun, is the Principal Director of Prosperity Financial Services (PFS Consultancy), a practice he founded in 2002. He provides training and advice to organisations, businesses and professionals in the areas of ethics and professional standards, financial planning advice assessment and remediation, financial services regulation compliance, and practice management.

Nidal regularly works and consults with ASIC, large financial institutions, and large accounting firms. 

He is also an adjunct lecturer at the University of NSW in the areas of financial planning advice, ethics and professional standards and estate planning. 

Nidal has over 20 years of experience in the financial services industry. He holds a Master of Commerce; he is a Chartered Accountant, a Fellow CPA, a Certified Financial Planner, Chartered Tax Adviser and a member of the CFA Institute and the SMSF Association.