Overview

There is currently an exemption permitting accountants to provide advice on the establishment,  operation,  structuring and closing of interests in self-managed superannuation funds (SMSFs) without needing to hold an Australian Financial Services Licence (AFSL).  This exemption will not apply from 1 July 2016.  Accountants have until 1 July 2016 to become licenced to provide financial services in respect of SMSFs,  or they must stop providing SMSF advice.

This site has been designed to help you consider your options.  You should carefully consider if a limited licence is sufficient for your needs,  or if a full AFSL would be a better choice.

This site also provides access to information,  resources and templates which you will require to make an application for a limited licence.

Finally,  if you would prefer,  you can hand the whole task to us,  and we will complete it efficiently and economically for you.

Our Team