Chartered Accountants Australia and New Zealand

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Dedicated support for CA ANZ members

We are proud to be supporting the members of Chartered Accountants Australia and New Zealand (CA ANZ) in their transition to AFS licensing.

As an independent firm, CA ANZ has arranged for us to develop a range of resources both licensed and unlicensed members.  We hope you find them useful.

In addition, we are able to off a range of ongoing support options to those with a Limited Licence.   

  • Unlicensed resources

    How We Can Help
    • A series of factual advice / execution only letter templates
    • Disclaimers
    • Supporting webinar - where is the Licensing Line (coming soon)

    Member Discount
    Unlicensed resources are free of charge for CA ANZ members
  • Licensed Support Package

    How We Can Help
    • SOA template (covering SMSF Set up, contributions advice, pensions advice, $1.6m transfer balance cap)
    • Tax advice SOA kit (including 5 page short-form SOA)

    • Fact Find template 

    Member Discount
    Support package is free of charge for CA ANZ members

To access the free resources, email CA ANZ. Alternatively call us on 1300 930 328.



Contact our team today

We believe accountants make great advisers. Let us help you incorporate licensing into your business, without being driven by it.

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