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SMSF AFSL Advisers Kit

For SMSF AFSL training click here.

DescriptionSoftcopy only
SMSF AFSL Advisers Kit$1,290

This SMSF AFSL Advisers Kit provides a single licence for multi-use by one user of the same firm, in the same office (eg, one user in an adviser’s branch office can use on numerous occasions but each other user or office would require its own licence).

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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