Adviser area

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

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