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Why join NTAA ADVICE?

As part of the Future of Financial Advice (FOFA) reforms, the Accountant's Exemption was removed on 1 July 2016. Only licensed practitioners will be able to advise on setting up and advising SMSFs.

      –     Will your practice be licensed or not?

      –     Will your practice be able to provide maximum benefit to you and your clients? 

NTAA ADVICE is a resource to transition into financial advice in the period post the abolition of the Accountant's exemption. 

The Benefits of Joining

Education & Training

RG 146

  • Diploma Financial Planning
  • Specialised Superannuation and SMSF Unit – allowing the participant qualifying in the program to provide limited advice to their SMSF clients.  Please contact our office by phone or email to receive an information booklet.

Support Services

  • General telephone advice support in relation to:

 –   Education

 –   Licencing

  • 1 SMSF Hotline call (Value $88)

 –   Additional calls for $88 each

  • Monthly newsletter
  • Marketing

 –   Quarterly client newsletter (using your letterhead) 

Advantages for NTAA and NTAA ADVICE Members

NTAA Corporate 

  • A premier provider of Companies, Trusts & SuperFunds offering high quality, up-to-date deeds & documents, friendly personal service at great prices.

SMSF Audits 

  • We can provide Auditor Independence.  We have a well regarded, independent firm of auditors and negotiated a special NTAA and NTAA ADVICE Member fee.

SMSF Engine 

  • An online portal for accountants to deliver professional SMSF administration, audit and actuarial services.

 

Click here to JOIN ONLINE NOW for only $99 per person per year!