Paraplanning for Accountants

We're already seeing an increase in accountants looking for paraplanning services, especially in Melbourne, Sydney, Perth and Brisbane. 

If you're an accountant looking to provide advice on SMSFs, you will be aware of the July 2016 deadline for AFSL applications.

Licensing for Accountants has provided a 3-minute video that explains the licensing requirements.

They have also provided step-by-step guide to help you start, transition or stay up-to-date with your licensing requirements.

If you're an accountant looking for someone to help you prepare Statement of Advice documents on the establishment of a SMSF (including property, borrowing etc), we're happy to help.