The SMSF Compliance Tool
The SMSF Compliance Tool helps unlicensed accountants to better understand:
1. What can and can’t be discussed with your next SMSF client, without an AFSL
2. When to request an SoA from an adviser or digital adviser
The tool is free to use and has been based on A.S.A.P.’s Guide for Unlicensed Accountants, which has been reviewed by specialist Financial Services lawyers. Enquire within for more information or access the tool below.