Additional Services Available

From 1 July 2016, accountants wanting to provide financial advice relating to Self Managed Superannuation Funds (SMSF) are required to hold an Australian Financial Services Licence (AFSL) or be an Authorised Representative (AR) of an AFSL holder. Astute Advisory Services are able to offer the following services:

  • Limited Authorised Representative (AR) status
  • Comprehensive tailored licensing solutions
  • Support via provision of templates and technical advisory service and processes
  • Compliance assistance

With the regulatory changes effective from 1 July 2016 Accountants should consider:

  • Opportunities and challenges
  • Determine if you are impacted
  • Assess services you currently provide
  • Assess services your clients want from you
  • What are other similar practices doing
  • Consider the options
  • Meet education requirements (RG146)
  • Meet other requirements (fit & proper person, PI Insurance, responsible manager)

In addition AAS also offers varying options of advice and services regarding SMSFs:

  • Strategic advice
  • Health checks
  • Product advice
  • Borrowing advice
  • Insurance (SMSF specific)
  • Estate planning within SMSF
  • Investment advice (non-aligned, per client solution)

To find out more about our full range of services available or becoming an Authorised Representative of AAS, contact Omar Palov on 07 4836 6190.

Accountants considering their options:

ASTUTE ADVISORY SERVICES

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