Strategic Authority

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Most practice owners tell us they want to continue to provide strategic accountant SMSF advice only, without making specific product recommendations.

If this is the case, the Strategic authority is for you. The Strategic authority ensures you can offer all of the strategic SMSF advice elements that most specialists are currently providing. This is our most popular authority, giving all the scope to offer a broad SMSF accounting service without tying you to specific products.

The Strategic authority enables you to:

  • Establish and wind up SMSFs
  • Give class of product advice
  • Perform risk profiling
  • Provide asset allocation advice
  • Provide investment strategy advice
  • Develop transition to retirement strategies
  • Give debt consolidation advice
  • Build a successful SMSF accounting
    package suited to your business

Contact us to find out more about the Strategic authority and how it can help you build your business.

Which SMSF Authority is for you?

 

Essential Strategic Comprehensive
SMSF Strategies
Establish and wind up SMSF’s dot dot dot
General advice comparing SMSFs with other super structures dot dot dot
Property funding options within an SMSF
(inc instalment warrants)
dot dot
Investment advice to trustees dot dot
Setting an investment strategy dot dot
Super & retirement strategies
Basic super advice, including contributions advice – cash only dot dot dot
Contributions advice involving non-cash contributions dot dot
Rollovers dot dot
Transition to retirement dot dot
Receiving death benefits dot dot
Inter-generational investment strategies dot dot
Corporate super services dot
Other financial planning strategies
Cashflow and budgeting dot dot dot
General advice dot dot dot
Debt consolidation dot dot
Overseas pension transfer dot
Gearing dot dot
Insurance
Personal insurance needs analysis and ownership issues dot dot
Business insurance needs analysis and ownership issues dot dot
Risk profiling & class of product advice
Modelling using a pre-determined risk profile dot dot
Risk profiling dot dot
Class of product advice for direct equities, property, managed investments, cash etc. dot dot
Product advice
Basic deposit products dot dot dot
CMTs dot dot
Direct shares dot
Insurance product dot
All other products on the approved product list dot

 

 

Contact us to find out more about which SMSF authority would suit you, and how we can help you build your SMSF accounting services.

Contact Us