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Financial advice and your tax agent – MAJOR changes coming 1 July 2016

SuperannuationBy Patrick McStay

Financial advice and your tax agent – MAJOR changes coming 1 July 2016 From 1 July 2016, accountants wanting to provide any financial advice, including advice relating to self-managed superannuation funds (‘SMSFs’) will need to hold an Australian Financial Services License (‘AFSL’) or operate under an AFSL. Basically, that means that tax agents will require…

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