1. //In 2010, we created the first Accountant
Specific Super and SMSF licensing
model in Australia.
The model was called RISE Standards and it
was designed to counteract the removal of the
Accountants SMSF exemption 7.1.29A.
The model was built from the feedback of our
existing network of referring accountants
around Australia.
It would provide far greater latitude in this area
compared with the exemption and develop into a
vehicle that would provide opportunities to build a
bigger and stronger client advice network.
“The first genuine
Accountant Specific
Super and SMSF
licensing model in
Australia
”
www.risestandards.com.au
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2. Adelaide locally and privately owned
No part ownership or affiliation with banks or
financial and insurance institutions
Minimal monthly subscription and no
lock in period
100% compliance support for all
advice documents
Dedicated Accountant Manager for all
ongoing training and practice
management support
No referral KPI’s or performance expectations
No branding requirements
Access to in-house high level
advice services
• Direct Equity Investments, Risk
Insurance, Estate Planning
Business Development Referral arrangements
including profit share
Professional Indemnity incorporated in
monthly subscription
No other hidden costs
• Low cost
• Highly efficient
• Profitable
• Extensive in person
and over the
phone support
Contact the Managing Director
Guy Thompson for further information
T 08 8267 1414 E guy@risestandards.com.au
Don’t let institutions or inexperienced licensees
restrict your progress. Rise is proven, well
established and refined. We are focused on
supporting the accounting profession.
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