04-May-2018 Miranda Brownlee, IFA
ASIC has identified examples of outdated or inaccurate information on websites and promotional material after reviewing SMSF advice by unlicensed accountants.
04-May-2018 Krystine Lumanta, Self Managed Super
The corporate regulator’s recently completed assessment investigating unlicensed accountants recommending clients set up an SMSF has found no systemic concerns around the provision of unlicensed SMSF advice.
30-Apr-2018 Miranda Brownlee, Accountants Daily
The corporate regulator has updated its guidance for accountants providing SMSF services to cover the licensing exemption for tax and BAS agents. According to ASIC, the update to Information Sheet 216 sets out some of basic principles in which tax and BAS agents can apply to understand whether their advice falls within the licensing exemption and provides examples to illustrate how the exemption works.
AKW Chartered Accountants
Kath and her team at L4A were able to clearly analyse and recommend the level of licensing our people required. The process was efficient and painless and we found the summary webinar to be of great benefit. Thanks Kath.
CS Accounting & Taxation
I really appreciate your time and knowledge at yesterday’s session. Things are a lot clearer now. I really do agree with you that this is an opportunity for us accountants and we need to start looking at it as that.
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