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SMSF AFSL Advisers Kit

For SMSF AFSL training click here.

DescriptionSoftcopy only
SMSF AFSL Advisers Kit$1,290

This Kit provides a single licence for one person user for a 12 month period (eg, each person needs a separate licence to use).

Overview

The Kit is intended for use by advisers (particularly accountants) who:

  • do not hold their own AFSL or are not an authorised representative of an AFSL holder; or
  • have an AFSL but provide services (eg, via an accounting firm) that are not covered by an AFSL.

The documents that comprise the Kit have been prepared to allow options and tailoring to each adviser’s specific circumstances, business model and structure.

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What’s included

  • extensive practical commentary
  • templates of various execution only services including disclaimers for SMSF establishments, pension set ups, pension commutation/SMSF wind ups, contribution related matters, LRBAs and roll overs
  • checklists
  • internal staff training material and guidelines to use within your office
  • links to relevant resources

and much more

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