Merit Wealth Referral Model

The Merit Wealth Referral model gives your firm access to specialist financial planning and investment advice capability without the hang ups. Plus, it offers a relevant solution for those looking at their licensing options post the removal of the accountants exemption.

Want to know more?

Watch this short (just over 4mins) introduction to the Merit Wealth Referral Model for Accountants by Greg Hayes, and if you want to know more, please contact us on 1300 785 611 or leave us your details and we'll be in touch asap.

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

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As a professional accountant, you want to keep looking after your SMSF clients post 1 July 2016. Right?


To do that, you need to be licensed or authorised under an AFSL when the changes to the accountants’ exemption take effect.


Explore Merit Wealth’s ‘Accounting Centric’ Limited Authorisation Model

Accountants' Exemption Ends 1 July 2016



If you want to know more about the Merit Wealth offer, please contact David Moss on 0422 849 671 or email

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.