The Accountants' exemption and YOU 2016 Notes
Will YOU still advise your clients on SMSFs after 1 July 2016?
These notes provide a 'hands-on' guide to assist you to prepare your practice to legally provide SMSF advice to clients from 1 July 2016 under the NEW licensing rules, including what advice options are available and how to choose the best options for your practice.
What we'll cover
- Step 1: The NEW Landscape For SMSF Advice
- Step 2: Assessing Your Advice Options Under the NEW licensing Rules
- Step 3: Implementation into Your Practice
PLUS . . . we also provide you with an Action Plan to get yourself ready for 1 July 2016
Notes will be dispatched early February 2016