FASEA Roundtable – Western Sydney

Register here for the FASEA Roundtable

Financial Advisor and Ethics Authority (FASEA)

The SMSF Association is aware of our members’ concerns regarding the Financial Advisor Standards and Ethics Authority’s (FASEA) proposed education guidance for existing advisers. We believe FASEA has adopted a narrow approach to the legislation which requires all advisers to be of a degree standard.

Over the next six months the Association will be consulting with members and engaging with FASEA in order to ensure that FASEA adopts a flexible approach to transitioning existing advisers to the new standards. We do not think highly experienced advisers who have a bachelor degree, extensive knowledge and other relevant accreditations should be disregarded from meeting the prescribed degree standard.

Led by Peter Hogan, Head of Education and Technical with the SMSF Association, please join us and share your views on these new proposed standards.

FASEA ROUNDTABLE

The Association wants to collect member feedback which will inform our discussions with, and submission to, FASEA. Here is your opportunity to contribute directly to the discussion around new and existing adviser requirements.

Unable to attend?

Please email us with your comments and concerns to submissions@smsfassociation.com

Details

Date:
9 May 2018
4:30 pm AEST - 5:30 pm AEST
Knowledge Area:
Practice Management
Venue:
17 Lexington Drive
Bella Vista, NSW 2153

Speakers:

Peter Hogan SSA

Peter Hogan is the SMSF Association’s Head of Education and Technical. He is one of Australia’s foremost SMSF specialists, having worked in the sector over many years. A lawyer by training, he cut his teeth in the ATO before joining some of Australia’s largest financial institutions to work in key superannuation, investment and taxation roles. His enormous industry experience and knowledge, especially as they pertain to tax issues, means he is in constant demand on the SMSF speaking circuit. Away from the world of SMSFs, he is a keen weekend golfer when he is not providing a taxi service to junior sporting events. Peter is an SMSF Association Specialist Adviser and former Chair and National Board member of the Association.