By Accountants for Accountants ~
A Limited Authorisation option that delivers on:
Reputation
Cost
Simplicity
Want to know more?
Leave us your contact details and we'll be in touch as soon as possible. Note: We respect your privacy and will never use your details for any other purpose than
to contact you with regard to this offer only.
What do we
provide?
Your Limited Authorisation
PI for activities under your Limited
Authorisation
Professional Development requirements
Templates for limited SOAs
Technical and compliance support
Access to para planning capability
Compliance manual
Compliance reviews
Financial Services Guide
Fact Finder
Training and compliance registers
Tel: 1300 785 611
David Moss
EOFY2016 - Decision Time
30th June marks the end of the Accountant's exemption. Don't be caught out and miss SMSF opportunities at your busiest time of year!
Want to know more about our offer? Visit our Limited Authorisation Website at or call David on 1300 785 611
Are you eligible?
Are you eligible?
Are you an accountant in public practice?
Are you engaged in providing clients with SMSF advice?
Have you completed minimum education requirements meeting RG146?
Are you prepared to meet ongoing compliance requirements?
The Top 5 Questions Asked About Limited Authorisations
Over the last few months, we’ve been inundated with questions about the removal of the accountants’ exemption and Merit Wealth’s ‘accounting centric’ Limited Authorisation.
We know that most accountants are not looking to operate their own license. Most will be authorised by an existing dealer.
Here are the questions accountants are asking us:
Q. How much will it cost?
A. Merit Wealth has one of the most cost effective solutions in the market and you pay it by monthly subscription...
Accountants' Exemption Webinar
On 1 July 2016, the accountants' exemption to advise clients on SMSFs is removed. To continue your traditional work in this area, you will need to hold or operate under a full AFSL, hold a Limited Licence or be authorised under a Limited Authorisation.
This webinar run by Greg Hayes walks you through your options and the advantages and disadvantages of each.
Navigating RG146 Webinar
To provide SMSF advice post 1 July 2016, you will need to operate under a full Australian Financial Services Licence (AFSL), limited AFSL, or be authorised by an AFSL. But that's not all. Every adviser needs to complete RG 146.
This webinar run by David Moss takes you through the requirements, tips and tricks that you should know before making any decisions.
What you can and can't say to your clients post 30 June 2016
If you are not licensed or authorised by a licensee, from 1 July 2016 you can no longer engage your clients in conversations about areas such as:
-
Setting up a SMSF
-
Making tax deductible or non-deductible contributions into super
-
Paying lump sums or commence pensions out of super
-
Withdrawing & making recontributions in super
-
SMSF borrowing arrangements
Contact Us
Leave us your contact details and we'll be in touch as soon as possible. Note: We respect your privacy and will never use your details for any other purpose than to contact you with regard to this offer only.
Tel: 1300 785 611
David Moss
Helen Costi
Scot Andrews