SMSF client support available for accountants without AFSL

Intuitive Super’s specialist SMSF support services are tried and tested for accountants who have chosen not to become AFSL-licensed, to assist them in correctly handling SMSF matters under ASIC’s new RG146 licensing regime.

SMSF client support available for accountants without AFSL

Intuitive Super’s offering is relevant and timely.  With many accountants still struggling to make a decision and choose a model that suits their business and their clients’ needs around the RG146 requirements, Intuitive Super offers accountants a smarter, more flexible way.

It means that accounting firms can retain their SMSF clients without jumping through licencing hoops by using Intuitive Super to do the legwork. Along with administration and real time reporting services that are white labelled, streamlined and cost efficient, everything Intuitive Super does is aimed at enhancing and respecting the accountants’ SMSF client standing.

For accountants with SMSF clients who are not obtaining a limited AFS licence and who are not becoming an authorised representative of an AFSL holder, it is vital to comply now in order to correctly advise SMSF clients.

To satisfy ASIC’s requirements of compliance and competence, Intuitive Super provides the full range of tailored SMSF advice and administrative services to accountants in public practice. Call Wayne Turner on 1300 856 064 to discuss your particular circumstances or visit our website to learn more about Intuitive Super’s services for accountants  

Last Updated:28-10-2019 14:19