№ lp_1_2_30087
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Character count: 9425
File size: 106 KB
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Year
Contextual Description:
A formal engagement letter outlining the terms for providing accounting services related to the establishment and operation of a self-managed superannuation fund (SMSF) in accordance with professional and ethical standards.
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Year:
2026
Region / City:
Kent, London
Subject:
Business Management
Document Type:
Course syllabus
Institution:
Kent Business School
Author:
Kent Business School Faculty
Target Audience:
Students enrolled in the BA (Hons) Business Management program
Period of Effectiveness:
Autumn, Spring, Summer terms
Approval Date:
Not specified
Date of Revision:
Not specified
Title:
Advice on Self-Managed Superannuation Funds: Disclosure of Risks
Document number:
INFO 205
Jurisdiction:
Australia
Issuing body:
Australian Securities and Investments Commission
Abbreviation of issuing body:
ASIC
Legislation referenced:
Corporations Act 2001
Target audience:
Australian financial services licensees and their representatives
Subject:
Disclosure obligations and risk considerations in providing personal advice on self-managed superannuation funds
Related documents:
Information Sheet 182 Super Switching Advice: Complying with Your Obligations (INFO 182); Information Sheet 206 Advice on Self-Managed Superannuation Funds: Disclosure of Costs (INFO 206)
Type of document:
Regulatory information sheet
Regulatory scope:
Parts 7.7 and 7.7A of the Corporations Act 2001
Jurisdiction:
Australia
Subject:
Self-managed super funds and superannuation law
Document type:
Informational guidance
Regulator:
Australian Taxation Office (ATO)
Relevant authority:
Superannuation and tax law
Audience:
SMSF trustees and prospective trustees
Key topics:
Trustee obligations, contributions, rollovers, investment strategy, compliance requirements
Legal focus:
Sole purpose test, arm’s length investment rules, contribution caps, reporting obligations
Compliance requirements:
ABN registration, ESA registration, Super Fund Lookup status, SMSF annual return (SAR) reporting
Risks and penalties:
Disqualification of trustees, civil and criminal penalties, loss of concessional tax treatment
Year:
2026
Region / Country:
Australia
Subject:
Superannuation fund selection
Document type:
Official form
Organization:
Department of Education Victoria
Target audience:
Employees and employers eligible for superannuation
Period of validity:
Until updated or replaced
Date of issue:
2026
Legal reference:
Superannuation Industry (Supervision) Act 1993
Instructions:
Details for completing superannuation choice and required attachments
Privacy policy link:
http://www.education.vic.gov.au/Pages/privacypolicy.aspx
Year:
2020
Type of document:
Advisory letter
Subject:
Tax treatment of superannuation contributions
Audience:
Individual clients
Jurisdiction:
Australia
Issuing organization:
[Company Name]
Author:
[Insert Client Position / Author not explicitly stated]
Period covered:
Financial year ended 30 June 2020
Contribution types:
Concessional and non-concessional
Relevant legislation:
Division 293 tax, concessional contributions caps
Year:
2018
Jurisdiction:
Australia
Subject matter:
Information security regulation
Document type:
Prudential standard determination
Regulatory authority:
Australian Prudential Regulation Authority
Issuing body:
APRA
Delegate:
Geoff Summerhayes
Applicable sectors:
Banking, insurance, life insurance, private health insurance, superannuation
Applicable entities:
APRA-regulated entities
Legal basis:
Banking Act 1959; Insurance Act 1973; Life Insurance Act 1995; Private Health Insurance (Prudential Supervision) Act 2015; Superannuation Industry (Supervision) Act 1993
Standard identifier:
CPS 234
Date of determination:
30 November 2018
Commencement date:
1 July 2019
Effective scope:
Australia and Australian branch operations of foreign entities
Year:
2023
Region / City:
Australia
Subject:
Prudential standard for APRA-regulated entities
Document Type:
Prudential Standard
Organization / Institution:
Australian Prudential Regulation Authority (APRA)
Author:
Clare Gibney
Target Audience:
APRA-regulated entities, financial institutions
Effective Period:
Starting from 1 January 2024 for most entities, 1 January 2025 for RSE licensees
Approval Date:
10 October 2023
Date of Changes:
N/A
Year:
2019
Region / city:
Australia
Theme:
Risk Management in Superannuation
Document type:
Prudential Standard
Organization:
Australian Prudential Regulation Authority (APRA)
Author:
Heidi Richards
Target audience:
RSE licensees, risk management professionals
Effective period:
From 1 January 2020
Approval date:
04 December 2019
Amendment date:
N/A
Document type:
Trust deed
Fund type:
Self Managed Superannuation Fund
Jurisdiction:
Australia
Regulatory authority:
Australian Taxation Office
Applicable legislation:
Superannuation Industry (Supervision) Act and Regulations
Provider:
Superannuation Warehouse Australia Pty Ltd
Address:
3 Keys Street, Beaumaris, VIC 3193
ABN:
62 141 409 449
Contact details:
Tel 03 8610 6999; Fax 03 8610 6334; Mobile 0411 241 215
Website:
www.smsfwarehouse.com.au
Subject matter:
Establishment, administration, benefits, trustee powers and obligations of a self managed superannuation fund
Intended users:
Members and trustees of a self managed superannuation fund
Geographic scope:
Commonwealth of Australia
Year:
2025
Region / city:
Newcastle
Theme:
Pension Scheme
Document type:
Policy Guide
Organization / institution:
Newcastle University
Author:
Not specified
Target audience:
University staff
Period of validity:
January 2025 and onward
Approval date:
April 2025
Review date:
April 2026
Year:
2015
Region / City:
Melbourne
Document Type:
Guideline
Organization:
Department of Education and Training
Author:
Financial Services Division
Target Audience:
School councils and administrators
Effective Period:
Indefinite
Approval Date:
October 2015
Date of Changes:
Not specified
Year:
2023
Region / City:
Australia
Topic:
Self Managed Superannuation Funds
Document Type:
Checklist
Author:
SW Accountants and Advisors on behalf of CPA Australia
Target Audience:
Tax professionals, SMSF trustees
Period of validity:
2023
Approval Date:
7th June 2023
Date of last modification:
Not specified
Year:
2015
Organization:
INSERT NAME OF SCHEME Superannuation Scheme
Document Type:
Official Pension Correspondence
Recipient:
Employee (Name not specified)
Subject:
Ill-Health Retirement Pension Application
Decision:
Application not approved
Appeal Procedure:
Independent medical assessment through Medmark
Contact Information:
Medmark Occupational Health, 28 Penrose Wharf, Penrose Quay, Cork; Telephone: 1890-235-711
Legal References:
Pensions Act 1990, Internal Disputes Resolution, Financial Services and Pensions Ombudsman
Timeframe for Appeal:
30 days from date of letter
Year:
2017
Region / City:
Australia
Subject:
Superannuation reform, Limited Recourse Borrowing Arrangements (LRBA)
Document Type:
Feedback submission
Organization / Institution:
IOOF Investment Management Limited
Author:
Frank Lombardo
Target Audience:
Government, Treasury
Period of Effect:
Not specified
Approval Date:
Not specified
Date of Changes:
Not specified
Year:
2000
Region / City:
Western Australia
Subject:
State Superannuation, Employee Benefits
Document Type:
Legislation
Agency/Institution:
Government of Western Australia
Author:
Western Australian Government
Target Audience:
Employers, Employees, and Superannuation Fund Members
Period of Validity:
Ongoing
Approval Date:
2000
Date of Amendments:
Ongoing
Title:
Advice on Self-Managed Superannuation Funds: Disclosure of Risks
Document number:
INFO 205
Jurisdiction:
Australia
Issuing body:
Australian Securities and Investments Commission
Abbreviation of issuing body:
ASIC
Legislation referenced:
Corporations Act 2001
Target audience:
Australian financial services licensees and their representatives
Subject:
Disclosure obligations and risk considerations in providing personal advice on self-managed superannuation funds
Related documents:
Information Sheet 182 Super Switching Advice: Complying with Your Obligations (INFO 182); Information Sheet 206 Advice on Self-Managed Superannuation Funds: Disclosure of Costs (INFO 206)
Type of document:
Regulatory information sheet
Regulatory scope:
Parts 7.7 and 7.7A of the Corporations Act 2001
Year:
2015
Region / City:
Australia
Topic:
Taxation, Consolidation
Document Type:
Exposure Draft Bill
Organization / Institution:
Board of Taxation
Author:
Unknown
Target Audience:
Tax professionals, Australian resident entities, government officials
Effective Period:
Not specified
Approval Date:
Not specified
Date of Amendments:
Not specified
Year:
2021–2022
Region / city:
Australia
Subject:
Income Tax, Superannuation Benefits, Defence Force Pensions
Document Type:
Legislative Instrument
Issuing Authority:
Australian Government
Author:
Australian Government
Target Audience:
Recipients of certain pensions under the Defence Force Retirement and Death Benefits Act and Military Superannuation and Benefits Act
Period of Application:
2021–2022 financial year
Date of Approval:
Not specified
Date of Amendments:
Not specified
Year:
2024
Region / City:
Beirut
Theme:
Water Supply, Stakeholder Engagement
Document Type:
Plan
Institution:
Government of Lebanon, World Bank
Author:
Not specified
Target Audience:
Stakeholders, Government Agencies, World Bank
Duration:
2024-2025
Approval Date:
Not specified
Amendment Date:
Not specified
Year:
2024
Region / city:
Arlington, VA
Topic:
High-leverage practices in education
Document type:
Guide
Institution:
CEEDAR Center, Council for Exceptional Children
Author:
T. C. Aceves, M. J. Kennedy, A. L. Archer, C. A. Hughes, A. I. Hashey, T. L. Kaczorowski, D. M. DiCesare
Target audience:
Educators, Special Education Teachers
Period of validity:
Not specified
Approval date:
Not specified
Date of revisions:
Not specified
Context:
A guide outlining strategies for promoting active student engagement through teacher questioning methods, with specific tools and resources for educators to use in various instructional phases.