ASIC increases surveillance of accountants providing advice | April 2017

As ASIC ramps up their surveillance of accountants providing advice outside of the legislation, have you considered how you provide advice to your clients?

 

Partners SMSF Advice provides SMSF advice licensing to accountants with full technical support and expertise so you can provide smarter wealth building solutions to your clients. By becoming an Authorised Representative (AR) of Partners SMSF Advice you will have the full support of Partners Wealth Group to be able to add value in servicing clients’ needs, by advising them on:

  • The establishment and windup of SMSFs
  • General SMSF advice
  • Basic superannuation advice, eg contribution caps, how pensions operate.

The limited licence allows ARs to continue operating in the SMSF space in essentially the same way as you were under the accountants’ exemption. The additional benefit though is that the scope of authority also extends to making recommendations on pensions and contributions.

Benefits of being authorised under Partners SMSF Advice include:

  • Supported by our SMSF technical consultants, who are the nation’s leading authorities on SMSFs, enjoy full confidence that you are receiving the right advice and solutions to ensure your clients optimise their SMSF benefits within the complex and changing legislative framework
  • Access to additional SMSF services including legal, estate planning, property purchasing under LRBAs, and financial advisors to assist you in providing a full range of strategic SMSF advice to your clients in accordance with FOFA requirements.

For more information about Partners SMSF Advice or to apply, please contact Chris D’Astoli on 1800 333 143.

This article contains information that is general in nature. It does not take into account the objectives, financial situation or needs of any particular person. You need to consider your financial situation and needs before making any decisions based on this information.