ASIC Advice: Yes, Accountants can establish SMSFs without a Licence

In this session Grant Abbott, Tony Anamourlis from Abbott & Mourly and the regular cast on our Events will look at how accountants and tax agents can provide SMSF establishment, contributions, pensions and investment strategy advice without a licence.

We will be looking at ASIC rulings, case studies and requirements. Unfortunately the ASIC exemptions do not apply to licensed accountants.

AFS Licensing Requirements for Accountants who provide SMSF Services ASIC - Australian Securities and Investments Commission

SMSF Exemption Slides

SMSF Establishment for Corporate Trustees

Links Sheet - ASIC Advice