Advice & Licensing

Any SMSF Advice is only right when appropriately assessed and the correct recommendation is made.

SMSF Works holds a limited AFSL

From 1 July 2016 anyone providing personal advice to SMSF members and trustees must hold the appropriate qualifications. SMSF Works holds a limited AFSL and has the qualifications and experience to assist trustees. Alternatively supporting our accounting partners who have made a business decision not to hold their own license and have chosen SMSF Works to assist their clients when licensed advice is required.

SMSF Works Assessment Tools

We have prepared a series of assessment tools that can be accessed by the following:

SMSF Works dedicated to assisting or Accounting partners

Since the accountants’ exemption was repealed on 1 July 2016 we have prepared a series of assessment tools that will assist our accounting partners on a daily basis. When personal advice is required a Statement of Advice will be delivered in conjunction with our document service.

The following fact sheets can provide further assistance

Forms and Fees

Our fees for the advice & licensing can be found in Forms and Fees.

To request further information contact SMSF Works