Accountants have completed our RG146 2 day course already

225

Accountants have already applied for a Limited Authority through GPS Wealth

190

If you are an accountant act now!

Accountants Limited Licensing

With the removal of the accountant’s exemption from 1 July 2016, and you wish to continue to recommend the establishment or winding up of an interest in an SMSF to your clients you must be appropriately authorised or licensed under the AFSL licensing framework. The level of authorisation you require will largely be determined by the level of advice you intend to provide to your clients. At GPS Wealth we are able to provide accountants with all their required licensing requirements, whether it be a limited advice licence or a full authorised representative status.

Download and read brochure entitled To Licence or Not? Click here

 

 

 

Which Licence option is right for you?

  • A simple replacement for the SMSF accountants exemption
  • General advice only on investments and insurance-not specific product advice
  • Continue to recommend establishment of SMSF's
  • Advice regarding contributions
  • General advice only on consolidation of existing superannuation accounts
  • General SMSF advice only regarding pensions, TTR, reserves, death benefits
  • General and strategic advice regarding limited recourse borrowing, transferring of business real property (Limited recourse borrowing is not a financial product thus accountants can discuss without being licensed)

 

 

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  • A simple replacement for the SMSF accountants exemption
  • General advice only on investments and insurance-not specific product advice
  • Continue to recommend the establishment of SMSF's
  • Advice regarding contributions
  • General and strategic advice on consolidator of existing superannuation accounts
  • General in strategic SMSF and advice regarding pensions, TTR, reserves, death benefits, investment strategies and classes (but not allowed to undertake investment recommendations)
  • General and strategic advice regarding limited recourse borrowing, transferring of business real property (Limited recourse borrowing is not a financial product thus accountants can discuss with out being licensed)
  • Includes all of option 1 plus strategic advice inside and outside superannuation
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  • All that option 1 provides plus personal investment and risk product advice both inside and outside of super
  • Full financial planning advice including specific product recommendations

 

 

 

 

 

 

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