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The Accountants' exemption and YOU 2016 Notes

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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