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SUSAN O’CONNOR | PRINCIPAL | SUSAN O’CONNOR ACCOUNTING | INVESTMENT STRATEGY | 1 CPD
SUSAN O’CONNOR | PRINCIPAL | SUSAN O’CONNOR ACCOUNTING | INVESTMENT STRATEGY | 1 CPD

Tue, 18 July

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Webinar

SUSAN O’CONNOR | PRINCIPAL | SUSAN O’CONNOR ACCOUNTING | INVESTMENT STRATEGY | 1 CPD

In this session we will cover: -Sole Purpose Test -Some case studies on defective Investment Strategies -How to report an Investment Strategy that is not compliant -In 2019 the ATO wrote to Trustees targeting a lack of diversification -Danger areas for Auditors due to exposure to litigation

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Time & Location

18 July 2023, 1:00 pm – 2:00 pm AEST

Webinar

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