Adviser area

InsiderIQ

What you need to know when you need to know it –

Subscribers receive ad hoc (as needed) updates from AccountantsIQ covering:

  • Licensing/compliance regulatory information – including when action is required AND what action to take
  • Practice support – marketing & technical
  • Key industry issues – news & analysis (e.g. FASEA, Banking Royal Commission)

PLUS

  • Access to checklists, proformas, registers etc
  • Complimentary AccountantsIQ webinars
  • Discount (25%) to AccountantsIQ’s training days

Advice templates & AFSL documents

Providing advice – Compliant and comprehensive advice templates

Running your licence – AFSL pro formas, checklists & registers required to maintain your Limited AFSL

SMSF technical support

 

AFSL Compliance

  • We ensure your advice documents are ASIC compliant
  • Quarterly assurance to protect the Limited ASFL
  • Compliance checklists and library
  • Regular updates and proactive prompts

AFSL requirements for Accountants who provide SMSF services:
> view ASIC INFO 216
> view the SMART Guide on ASIC INFO 216