Rise Standards - The First
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In 2010, RISE Standards created the first Accountant Specific Super and SMSF licensing model in Australia to counteract changes removing accountants' SMSF exemptions. The model was designed based on feedback from accountants and provided greater flexibility and opportunities to build client networks compared to the exemption. RISE Standards offers a monthly subscription licensing model for accountants with no lock-in period, full compliance support, dedicated advisor support, and business development opportunities like profit sharing referrals.
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Rise Standards Intro Brochure
Rise Standards is a limited financial services authorisation that allows accountants to provide advice on SMSFs and superannuation. It provides more scope for advice than the current exemption rules. With Rise Standards, accountants can advise on SMSF establishment, contributions, investments, consolidation, and more. They no longer need to refer clients to external financial planners for this advice. Rise Standards is a partnership between accountants and Brougham & Vaux, an independent financial planning firm. It provides training, compliance support, and referral fees to help accountants grow their SMSF practices. To become Rise Standards authorised, accountants apply and may need to complete an approved superannuation course.
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Sanjay Kumar Jain has over 10 years of experience working in compliance roles for financial institutions. He currently works as a Senior Compliance Associate for Sesame India Pvt Ltd, assisting financial advisors in maintaining quality service and ensuring compliance with all regulations. His responsibilities include assessing client files for accuracy and regulatory compliance, performing reviews of documentation, and identifying any issues related to anti-money laundering or politically exposed persons. Previously he has worked for Sun Life Financial and Sesame India Pvt Ltd in other compliance associate roles focused on monitoring advice processes and transactions for regulatory compliance. He holds professional qualifications in mortgage advice, financial products, and has received recognition as a star performer and most valuable performer.
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- The document discusses the options of handling IT infrastructure support in-house versus outsourcing it. Outsourcing to an external specialist like SP Sysnet offers customized support through agreed service level agreements with penalties for poor service and rewards for exceeding expectations.
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- Many companies lose significant employee time each week due to IT problems and chasing suppliers, with 39% of IT staff losing a day per week and employees losing 5 hours per week on average.
- Outsourcing IT infrastructure support to a specialist provider like SP Sysnet can help address these issues compared to building an in-house team which may not be a core competency.
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Rise Standards - The First
- 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 //
- 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. // //