03 6240 1575 / 0411 118 663 [email protected]

Welcome to the Accountants Scaled Advice Platform

Since the ‘accountants exemption’ was repealed, SMSF accountants should not implement financial product transactions without advice from a licensed adviser.

 

The Accountants Scaled Advice Platform (A.S.A.P.) provides a safe and inexpensive way to refer this product advice to a digitally-enhanced online advice service. Our top quality SoAs neatly replace the product advice that accountants formerly could give under the exemption.

Integrate financial product advice with
your SMSF accounting processes

A.S.A.P. is a  digitally enhanced financial advice service to which unlicensed accountants can refer clients during their meeting. It provides an inexpensive and seamless way to request financial product advice as part of your SMSF accounting processes. A.S.A.P. will furnish Statements of Advice to the existing or prospective SMSF members on matters such as establishing an SMSF, super rollovers and pension transactions; all of which now require Statements of Advice.

ASIC Regulated

ASIC is committed to encourage digital innovation.  A.S.A.P. have been fortunate to receive regulatory assistance from the ASIC innovation hub.

Secure

A.S.A.P. complies with the ASIC cyber risk and information security standards set out in RG 255. All client data is stored in Australia.

Reduced costs

Incorporates the latest digital advice technology to drive down the cost of licensed financial advice.

Integrates with your processes

Integrates tightly with accountants’ accounting processes to make the referral as fast and seamless as possible.

Here’s what accountants say about A.S.A.P….

A.S.A.P. gives us a safe structure and process we can use when clients want to discuss potential SMSF transactions.  The new ASIC changes mean our accountants are covered with A.S.A.P.’s easy to use interface, and at $250 per SoA – we use it every time a client wants to discuss a transaction that we would help to implement – such as starting or commuting a SMSF pension.

Craig Stevens

Managing Partner, BDO Tasmania

We’re really happy with A.S.A.P.  It slots in to provide the product advice we can no longer give and allows our firm to focus on our specialist tax and compliance advisory services.

Garry Charlesworth

Senior Accountant, Argyle Professionals

Thank you for the excellent service.  We have used A.S.A.P. a number of times and referred you to many other accountants as it is a top service that fixes a major problem faced by all public accountants.

Simon Nielsen

Partner, Ellenbrook Tax & Accounting

We find A.S.A.P.’s digital advice platform easy to use with minimal disruption to our operations. I especially liked that Jim and the team were flexible enough to liase with me directly to provide a more in-depth piece of advice for one of our more complicated client scenarios

Joshua Haque

Senior Manager, Pitcher Partners (WA)

A.S.A.P has developed an online SOA solution that allows non AFSL accountants to deliver SMSF services on an execution only basis. If you are wary of the high fees financial planners want to prepare an SOA; have done your homework and realise the cost, time and effort to become licenced is not worth your while – I strongly suggest you look at the A.S.A.P model.

Robert Lopez

CPA, Midvale Tax

As seen in these publications

Pricing

Our pricing model is simple and covers most transactional Statements of Advice (SoAs).

Should more complex advice be required we will discuss your clients needs with you.

Rollovers

Additional fee per rollover
$100
  • Additional price per rollover (excl GST)
  • Covers the cost of gathering information from the rollover fund (including insurance cover, expense details and any valuable benefits that might be lost)
  • 1-3 day turnaround (from receiving all required info)

Topdocs integrates with A.S.A.P.

We are pleased to announce our integration with Australia’s leading provider of quality legal documentation, Topdocs.
Once you receive a Statement of Advice from A.S.A.P. then, if you wish, you can pass data seamlessly into a Topdocs order for SMSF establishment or pension commencement documentation.

Read moreBook a demo

Try out ASAP today

There is no cost to setting up an account with A.S.A.P.  It’s there when you need it.  We recommend all accountants attend a quick screen-share demo to familiarise yourself with the platform before use. Our staff are available to get you started at a time that suits you.  Click below to book a time.
With a Statement of Advice from A.S.A.P. on file, accountants can confidently assist their clients with transactions under client instruction. The Accountant’s Scaled Advice Platform is live and being used by accountants around Australia. Click below to join.
Book a DemoRegister to join A.S.A.P.

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