From 1 July 2016 the Accountants' exemption, allowing Accountants to provide advice on the establishment and winding up of an interest in a self-managed super fund (SMSF) without an Australian Financial Services Licence (AFSL), will be removed. Accountants who wish to continue to provide this advice around SMSFs will need to be licensed.
Now is the time to consider all your options and ensure that your business is able to leverage the opportunity to ensure you remain profitable now and into the future.
Whether you're looking to continue to provide SMSF advice to your clients or would like to offer full financial advice, it is important that you start considering your options now.
Securitor can help you navigate through these options and work with you on the best wealth advice solution to ensure that your business is positioned for growth.
With over 30 years’ experience partnering with accountants and advice professionals across Australia, and with the backing of BT Financial Group, Securitor can help you build a more commercial and sustainable advice business, through our offer designed specifically for accountants.
We will provide you with the training and support you need to continue to provide SMSF advice to your clients in the future and will partner with you to navigate the challenges faced as a business owner.
For more information on our Accountants Offer and how we can help you map the right path for your business, contact us today at firstname.lastname@example.org.