Have you considered all you need to ahead of 1 July 2016?
The upcoming removal of the Accountants’ exemption means accountants need to decide their future approach.
Where will your clients go for SMSF advice after 1 July 2016? Count can help you decide which licencing choice is right for your practice now and in the future.
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How accountants can prepare for the SMSF licensing changes
1. How accountants
can prepare
for the SMSF
licensing changes
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$10
2. The 1 July 2016 deadline
for the removal of the
accountants' exemption
is fast approaching
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3. Where will your clients go
for SMSF advice after
1 July 2016?
?
AUSTRALIA’SLARGESTNETWORKOFACCOUNTANT-BASEDFINANCIALADVISERS.
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4. Accountant
Authorised
Representative
provides the
Y
N
Talk to
Count about how
needs and add value
NY
provide additional
financial advice
services to
Will you
continue to
provide SMSF
advice to
Become an
Authorised
Representative
to offer a full
suite of advice
services.
Not sure how
your clients
will continue
to get the right
Options to consider
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5. A. Apply to ASIC
for your own AFSL
WELCOME TO
ASIC
Options to consider
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6. B. Become an authorised
representative of an
existing AFSL holder
Options to consider
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7. Fact: Only 43% of AFS
limited licence applications
have been approved by ASIC.
APPLICATION
ASIC, 15-227MR Applying for a limited AFS licence – the time to act is now, 25 August 2015
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8. Take the headache
out of July 2016
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9. Count can help you
decide which choice
is right for your practice
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10. And guide you
through the process
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11. Did you know?
Lack of time and obtaining relevant
qualifications are the most common
barriers for accountants who want
to obtain an ASIC limited licence
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12. Are you ready for 1 July 2016?
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13. Make this summer count.
RG146 Summer School,
the smart way to kick
off your New Year
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14. Count has more than
35 years’ experience
helping accountants
build on their success
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