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
david.moss@meritwealth.com.au

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 www.meritlar.com.au 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.

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We know that most accountants are not looking to operate their own license. Most will be authorised by an existing dealer.

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Here are the questions accountants are asking us:

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Q. How much will it cost? 

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A. Merit Wealth has one of the most cost effective solutions in the market and you pay it by monthly subscription...

 

Read the full article >>>
 

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.

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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:

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• 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

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Read the full article >>>

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

david.moss@meritwealth.com.au

Helen Costi
helen.costi@meritwealth.com.au

 

Scot Andrews
scot.andrews@meritwealth.com.au