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Notes Online Home 2016 Super Schools Day 2 Life after the Accountants’ Exemption
In this chapter of the notes discuss life after the accountants’ exemption. In particular, the following:
- What represents ‘financial product advice’ under the FOFA reforms
- How do the new reforms apply to ‘unlicenses’ accountants from 1 July 2016
- Accountants who decide to ‘outsource’ financial product advice to a licensed adviser
- What are the options for accountants wanting to provide ‘financial product advice’?
- Obtaining an AFS licence versus operating as an authorised representative