03 6240 1575 / 0411 118 663 [email protected]
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What we do

 

We provide an online platform to request SMSF product advice and actuarial certificates

Statements of Advice

For SMSF accountants who don’t have an AFSL.  We review your clients scenario and provide licensed product advice under our AFSL.

A.S.A.P. is like referring your client to a financial planner but done online and from the comfort of your office. Our process is designed for relatively confident self-managed clients and is purpose-built to provide maximum protection and support the accountant’s own services and processes.

Actuarial Certificates

If an SMSF has a shared pool of assets supporting both pension accounts and accumulation accounts then a tax-exemption certificate signed by an actuary (ITAA 1997 s295-390) is required to claim a tax exempt proportion of income.

Accountants can order a certificate online via our platform, or by passing data to use through our integration with Class Super.  Our three-layer authentication process works with you to understand the client scenario and resolve any issues before your order is processed.  This means we can certificates instantly AND boast a top tier quality control process.