Get ahead with specialised accountant SMSF advice and flexible support

Being part of the AMP Group allows us to draw on in-depth knowledge of the financial services industry, plus a wealth of tried and tested resources and support services, to ensure both the SMSF licensee and all our accountant advisers succeed.

This, together with the largest SMSF team in Australia, means we can support your business along the road to growth.

Key Points What you need to know Our Solutions
Getting started with your SMSF licence How do I embed SMSF licensing into my business? How do I establish a Client Value Proposition and price my service?
  • Mandatory education level set by ASIC – RG146 – Initial Training
  • Transition to Licensing Program
  • Conducted over 4 months in face-to-face workshops with your peers (3 – 4 days a month)
  • Market leading – only accountants!
Technical support & ongoing education What support do I get? What about technical training? How do I improve my education and keep up to date?
  • Professional Development Days
  • Webinars
  • Specialised Workshops
  • Annual Conference – 30 hours of CPD (CPE)
Technical team What about ongoing technical assistance and support when I get complex enquiries?
  • Technical team comprising 30 experts
  • SMSF technical specialists
  • Largest SMSF team in Australia
Online tools in the cloud How do I document advice? What is a Fact Find? What is an SOA and FSG?
  • Advice templates, tools, education, calculators, resource assistance
  • All online
  • Updated daily/weekly
Marketing and ongoing support How do I start communicating to clients? How do I set up a process within my practice?
  • Marketing assistance to bring “financial advice to life” in your practice
  • Communication tools such as template letters, newsletters, etc

SMSF Advice offers flexibility in practice support. This allows us to keep our fees to a minimum while building a service offer that works for you and your business.

Core advice offer

  • Induction / training on how to operate in a licensed environment
  • Ongoing CPD
  • Branding and style guides
  • Approved Product List
  • Transition of business (comprehensive only)
  • Advice documents
  • Audit & Compliance
  • Research
  • Technical Support
  • A quality environment  (advice guidelines)
  • SPAA accreditation

Additional support [user pays]

  • Financial Planning Software
  • Para-planning
  • Business Planning (including Client Value Proposition)
  • Client base analytics
  • Referrals
  • Enhanced Marketing support

How we deliver

Phone based

  • Concierge service
  • Advice technology support
  • Marketing assistance to “bring financial advice to life” in your practice

Face to face

  • Workshops
  • PD Days
  • Peer events

Online

  • Adviser only portal
  • Adviser Education Exchange
  • Advice templates, tools, education, calculators, resource assistance
  • Webinars and online workshops
  • Weekly brief newsletter (email)
  • Techspeak newsletter (monthly)