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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... We Feel Your Pain!!

But there's no avoiding it. So we've created what many accountants are telling us is the best solution to their accountant's exemption problem!

Complete Service in a Single Package

If you’re like most professionals, you just want to get on with looking after your clients. We help you meet your compliance obligations, keep up to date with pragmatic training, and provide quality advice to your clients.


Systems to Make it Easy

We intimately understand ASIC’s compliance requirements and have created a way for you to be fully compliant and deliver a high quality, efficient service to clients. The secret is in our purpose built systems and approach. Let us show you how much easier a Statement Of Advice (SOA) is under the Merit Wealth Limited Authorisation.

Here's What You Get:

Limited Authorisation (AFSL)
 

Financial Service Guide (FSG)


Professional Indemnity (PI)


Compliance manual


Compliance reviews


RG146 assistance


Professional Development


Technical help desk support


Access to para planning


Online Self Guided Fact Finder


Automated online SMSF SOA compliance system

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

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 David Moss 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