A.S.A.P.’s Advice Kit allows accountants to keep control of the client relationship while ordering compliant financial product advice from us online.
From $250 (+GST), your clients go through a top quality digital advice process and receive a personal SoA based on their specific needs. Our advice is reviewed and signed by our experienced actuary and advisers, under our AFSL. No need for you to have a license or refer to a traditional planner.
What’s included in the kit?
FOR YOUR PRACTICE
Introductory Guide: Ordering your first SoA
Checklist: provide a safe SMSF accounting service without an AFSL
Support: ‘Support Hub‘, ‘Safe Use Guides‘ and advice hotline
FOR YOUR CLIENTS
Client letter: To send to your client bank
PDF: Pro’s & Con’s of an SMSF