Since the ‘accountants exemption’ ended, SMSF accountants should no longer implement pensions or set up new SMSFs unless their client has a Statement of Advice (SoA) from a licensed adviser.
The Accountants Scaled Advice Platform (A.S.A.P.) provides a safe, inexpensive way to request these SoAs from a licensed (digital) adviser online.
A.S.A.P.’s top quality SoAs neatly replace the product advice that accountants formerly gave under the exemption.
A.S.A.P. has been vetted and endorsed by top financial services lawyers and their online advice scoping tool ensures each client gets the advice they need.