The content of this site is dated July 2019 and has been prepared by Merit Wealth Pty Ltd, ABN 89 125 557 002 under Australian Financial Services Licence No. 409361, (“Merit Wealth”).Merit Wealth is wholly owned by Hayes Knight Financial Services Pty Ltd, (HKFS). HKFS is a subsidiary of Easton Distribution Services Pty Ltd (ABN: 67 167 184 072), a wholly owned subsidiary of Easton Investments Limited (ABN: 48 111 695 357), (EAS) an ASX listed company. This information has been given in good faith and has where applicable been derived from sources believed to be accurate at its issue date. However, it should not be considered a comprehensive statement on any matter nor relied upon as such. Merit Wealth Pty Ltd recommends that you obtain further information and conduct your own due diligence on the services it is offering and obtain your own professional advice on whether they are appropriate for you and your practice. This information has been prepared without taking into account your objectives, financial situation or needs. Before acting on this information consider its appropriateness. © Merit Wealth Pty Ltd. Click here to Download the FSG (part 1). Click here to view our Privacy Statement and Complaints Process. Click here to view our Referrer Charter.

Complaints Process

Yes, ASIC have loaded you up with

more paperwork, more training, 

more compliance & more cost to

keep servicing your SMSF clients in 

the new year.  Sucks right!?

But Read On, Because Herein Lies Your Best

Solution To The Accountant's Exemption!

Of course, you could outsource this work, but with SMSFs becoming more and more popular, that's potentially substantial lost revenue and lost opportunity for your practice.

As accountants, we empathise, and have created a 'real' solution to efficiently address this problem. We've taken a wholistic approach to taking the pain out of the compliance so that you can get on with what you do best. We've seen what the competitors are offering and know that our Limited License package will impress you!

What's included you ask? We've covered all bases!

~ Limited Authorisation (AFSL) and Financial Service Guide (FSG)

~ Professional Indemnity (PI), Compliance manual, Compliance reviews

~ RG146, Professional Development and other training requirements

~ Technical help desk support and access to para planning

~ Automated online SMSF SOA compliance system

Click here if you want more details about our Limited License offer.

OK, so our auotmated SMSF SOA compliance system won't make you a coffee whilst you send your client their Authorisation form 

and FSG at the click of a button.

 

And it won't massage your shoulders whilst you complete your required (follow the bouncing ball) ASIC compliant Fact Find and Statement of advice (SOA) in under an hour*.

 

But it will definitely reduce the complexity, time and effort this would normally require from you.

If you'd like to find out why so many other Accounting firms have chosen the Merit Wealth Limited Authorisation offer over its competitors, give me a call on 1300 785 611

For more details about our offer, visit our website at www.MeritLAR.com.au

Watch the 5 minute demo of our

SMSF SOA Compliance System

Leave me your name and number in the form here and I'll call you back asap. 

David Moss

Accountants Services Director

Merit Wealth Pty Ltd

david.moss@meritwealth.com.au

Tel: 1300 785 611