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Those in advice not registered with ASIC by 31st December 2018 - Look out!

Are you on the FAR?
Are those who want to provide advice next year on the FAR?
AccountantsIQ | 29th November 2018

  1. If not, and studies have been done – get on it.
  2. If not and studies haven’t been done – get them to do it quickly and then get on it.

Read more

 

Limited licensees urged to register

Accountants with a limited licence need to be on the financial adviser register by 31 December 2018
SMS Magazine | 27th November 2018

The impending Financial Adviser Standards and Ethics Authority (FASEA) deadline has caused confusion among accountants with a limited licence, mainly that they will need to be on the adviser register.

Need training to get authorised and onto the FAR?

Everything you need to know….
AccountantsIQ | 29th November 2018

Details of RG 146 training and what you need to do…

Webinar replay: The diabolical SMSF advice changes post 31 December

FASEA and SMSFs – What the incoming standards mean for SMSF advisers and what you need to do NOW

Grant Abbott of I Love SMSF and SMSF Training Group and Bronny Speed of Accountants IQ and Financial Advice Leader for Chartered Accountants ANZ discuss the impact of the new FASEA standards including:

  • How to get on the FAR by 31 December 2018
  • New FASEA mentoring standards
  • New FASEA CPD regime

Watch the replay

Our Partners

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Key Dates

Heffron Quarterly Technical Webinar, Thursday 6 December 2018, 11.30am

Deadline for advisers to be registered on FAR to be recognised as an existing provider for the purposes of FASEA standards, Tuesday 1 January, 2019

“AccountantsIQ will be right beside you to provide advice, guidance and support as you implement and manage your licensed SMSF solution for the benefit of your clients and, importantly, your bottom line…”

Our Services

We help you keep to give quality advice, quickly and efficiently and make running your licence straightforward.  

Support is provided on an ongoing basis in three vital aspects of your SMSF advice business within your practice.

 

AFSL compliance


Ongoing Australian Financial Services Licence (AFSL) compliance through:

  • Peace of mind your advice documents are ASIC compliant
  • Quarterly assurance checks to protect your Limited AFSL (via Virtual Risk Manager)
  • Compliance checklists and library
  • Regular updates and proactive prompts

Advice templates & AFSL documents


Templates to help you quickly & efficiently create advice documents:

  • Branded with your own business name & logo,
  • Client-friendly & well-articulated 
  • Easy to use & keep up to date

Pre-advice documents

Privacy policy

Financial Services Guide (FSG) for entities & advisers

Fact Find

PLUS Client File Checklist

Communicating your advice

Statement of Advice (SoA)

Record of Advice (RoA) – letter & e-mail

Execution only letter


Documents to help you to run and protect your Limited AFSL:

AFSL Pro formas

Add/remove a representative

Letter of authority

Conflicts of interest policy

RoA policy

Compliance meeting proforma

AFSL checklists & registers

Representative register

Soft dollar register

Complaints register

Breach register

Conflicts of interest register

Checklist for RM’s adding a representative

SMSF technical support


Maintain and enhance your SMSF competence and expertise with ongoing technical support and training:

  • Live and interactive technical CPD webinars to ensure you keep up to date with all legislation, rulings and cases relating to SMSFs
  • Technical library
  • Newsletters
  • Help desk to provide a valuable second opinion or sounding board for your advice strategies (minimum of 4 hours per annum).

Why choose AccountantsIQ as your partner?

It's all about you...

Your brand, your logo…. Ours is a ‘white label’ solution which enables you to  add your own branding to our pre-written template documents

  • Simply download the documents from our website and save locally in your systems
  • Easy to tailor documents to suit your practice
  • Business integration support and guidance regarding systems & office procedures to maximise the benefits of your licence

AccountantsIQ is a resource for your practice. We are here to support you every step of the way.

Easy to use templates

Templates – no need to start from scratch

  • Eliminate the need for internal preparation of advice documents, templates and registers
  • Easily rebrand our pre-written templates and registers with your logo, and tailor them to suit your practice

Hands-on assistance to review your tailored documents to ensure they are compliant.

Dedicated Adviser Area

Secure web access to a dedicated Adviser Area within the AccountantsIQ website

  • Easily download the latest templates, safe in the the knowledge they are up to date
  • Access technically rxcellent strategy text covering a wide range of SMSF scenarios
  • Newly legislated super reforms covered in detail

Marketing opportunities

Leverage your licence to generate new business:

  • Demonstrate your independence and your expertise to existing and prospective clients

  • Sell the benefits of good advice and ring-fence your clients

  • It may be timely to also review health, insurance, cashflow and estate planning issues

Market leading support

AccountantsIQ take a hands on approach and prides itself on its personalised service. 

  • Assistance with RG146 study requirements
  • Review of tailored templates until you feel comfortable using them

We also facilitate ongoing technical support and training provided by our partner, Heffron, a recognised market leader in SMSF including: 

  • Live and interactive technical CPD webinars to ensure you keep up to date with all legislation, rulings and cases relating to SMSFs
  • Technical library
  • Newsletters
  • Help desk to provide a valuable second opinion or sounding board for your advice strategies
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Protect your client's privacy

Client data and privacy of information is protected.

  • AccountantsIQ does not have access to your client data at any time
  • We simply maintain up to date master templates from which your version would be prepared and stored locally by you

 

Our Team

 

Bronny Speed

BEd Grad Dip Acc CA CFP

AccountantsIQ – Founding Director, Advice Solutions & Integration

Bronny is the Founding Director of AccountantsIQ Pty Ltd, is a Chartered Accountant, Certified Financial Planner and a qualified maths teacher. She has over 25 years’ experience in the accountancy and advice professions. At AccountantsIQ, Bronny is the architect of our advice solutions and works actively with clients to integrate these solutions into their businesses. Prior to founding AccountantsIQ, Bronny was a Director and Responsible Manager for a boutique AFSL, and gained corporate experience as the Chief Financial Adviser at Mercer (Aust) Pty Ltd. With an excellent understanding of the advice industry, Bronny’s passion for education, financial advice and accounting are showcased through her active industry contribution and her work assisting accountants integrate financial planning into their accountancy businesses.

 

Andrea Manson

BSc (Hons), Grad Dip Appl Finance

AccountantsIQ – General Manager, Marketing & Business Development

Andrea has over 16 years’ experience working within professional & financial services organisations in business development, relationship management and marketing roles. At AccountantsIQ, she helps care for our clients and is responsible for identifying and implementing processes and innovations which enhance the way Accountants IQ delivers its services. 

 

Brett Walker

LLB 

Smart Compliance – AFSL Application & Retention

Brett is a lawyer by training and a specialist in ASIC licensing and compliance services. He is the owner/operator of Smart Compliance, with experience that extends back more than 20 years to his time with the licensing regulator (ASIC) and the advice industry lobby (FPA). Since 1998 he has worked with hundreds of small businesses seeking their own licences and looking for efficient ways to maintain their ongoing compliance obligations.

 

Leigh Mansell

BSc CA ASIA SSA

Heffron SMSF Solutions – SMSF Technical Training & Helpdesk

Leigh heads up the Technical Services Team at Heffron and is intimately involved in developing the firm’s range of technical materials for clients. She is a Chartered Accountant with over 20 years of superannuation experience and has worked extensively in both corporate and self managed superannuation fund administration. This gives her a unique ability to advise not only on the technical issues faced by SMSF advisers but also the practical solutions she has developed and implemented.

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Find Us

Suite 21
Level 2, 8 Hill St
Surry Hills  NSW   2010