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Navigating RG146 
Webinar 

The Inside Knowledge:

Requirements, Providers, Tips & Tricks 

What is RG 146? Why should you care?

The tips & tricks you need to know to get you though it 

To provide SMSF advice post 1 July 2016, you will need to operate under a full Australian Financial Services Licence (AFSL), limited AFSL, or be authorised by an AFSL. But that's not all.  

Every adviser needs to complete RG 146.

 

David Moss, Merit Wealth's Accountants Services Director gives you the inside knowledge on the requirements, the providers in the market, and the tips and tricks to get you through.

Listen to the Webinar (recorded at the live webinar on 3/12/15)

Download the notes

What we cover in this webinar

A webinar for accountants to understand the RG 146

The requirements, the providers, and the most efficient ways to get you through

 

To provide SMSF advice post 1 July 2016, you will need to operate under a full Australian Financial Services Licence (AFSL), limited AFSL, or be authorised by an AFSL. But that's not all.

Every adviser needs to complete RG 146.

What is RG146 and why should you care?

Who are the RG146 providers and how do they compare?

The best bit: Tricks and tips to get you through RG146 as painlessly as possible

Does getting RG146 let you provide advice?

What RG146 subjects do you actually need to do?

Got a Question?

If you've listened to the webinar and you still have some questions, David would be

happy to speak to you directly. 

 

Call: 1300 785 611

Email: david.moss@meritwealth.com.au

Our Presenter

David Moss

Accountants Services Director

Merit Wealth

 

David is a real superannuation/SMSF legislation and superannuation strategies expert. He is one of the most popular public speakers and trainers in the superannuation industry and is engaged by Professional Bodies and accounting and financial services firms to present to thousands of accountants each year.

David has long standing relationships with the leaders of Professional Bodies and Government Regulators in the accounting and financial services industries and is utilised by an Accounting Industry Body to represent them in dealings with the Australian Taxation Office and Treasury. 

 

He has worked as the Head of Superannuation Consulting and Compliance with a mid-tier firm. Prior to that he was working as Superannuation Director in a Big 4 firm, where he had been for 7.5 years.

 

David has built a reputation for his ability to take this expert knowledge and explain it in a straightforward way. He is recognised and trusted as a superannuation authority by accountants around Australia.

Experience & Qualifications:

Treasury Representative for Institute of Public Accountants, AFSL Working Group

ATO Representative for Institute of Public Accountants, ATO National Tax Liaison Group (NTLG) Superannuation Technical Group, ATO Superannuation Consultative Committee (SCC), ATO SCC SMSF Approved Auditors Working Group

President & Representative, NSW Divisional Council, Institute of Public Accountants

Superannuation Representative, Institute of Public Accountants - Financial Services Faculty

Director, Accountable Financial Group

Partner/Director and Head of Superannuation, William Buck NSW

Director of Superannuation, Deloitte

Trustee/Director, Deloitte Super Fund

Fellow, Institute of Public Accountants

Member, SMSF Association

ASIC Regulatory Guide 146 qualified in the specialisations of superannuation, life insurance, managed investments, securities, derivatives and financial planning

Masters of Commerce, Specialisation in Business Law, University of NSW

Bachelor of Economics, Sub-major in Finance, University of Western Sydney