Adviser area

InsiderIQ

Know when action is required & what action to take

As an AccountantsIQ client, you will receive a notification from us when we have new information on important issues like:

  • FASEA – education, exam, CPD, foreign qualifications, PY (mentoring)
  • Royal Commission outcomes & Election ramifications
  • Licensing/compliance regulatory information
  • Practice support information and materials
  • Key industry issues – news & analysis 
Plus 
  • Access to our archive of InsiderIQ information
  • Checklists & proformas
  • Complimentary AccountantsIQ webinars
  • Discount (25%) to attend AccountantsIQ’s training day

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