Accountants limited AFS licence
Accountants limited AFS licence
As part of the Future of Financial Advice (FOFA) reforms, the exemption in the Corporations Regulations 2001 (Cth) which allows accountants to give advice about self-managed superannuation funds (SMSFs) without holding an Australian financial services (AFS) licence will be repealed on 1 July 2016. This means that accountants who wish to continue giving advice to their clients about SMSFs will need to obtain an AFS licence.
To facilitate accountants moving to the AFS licensing regime, the Federal Government has created a new form of AFS licence referred to as a ‘limited’ AFS licence.
If you are considering applying for a ‘limited’ AFS licence or are not sure about whether you might qualify for a full AFS licence, then we can assist you by:
- preparing the necessary proofs and lodging the application;
- reviewing proofs which you prepare;
- advising you on the authorisations that you require;
- advising you on the knowledge requirements for your responsible managers; and
- advising on your prospects of obtaining a limited or full AFS licence.
Accountants limited AFS licence
Accountants limited AFS licence
CFD and other OTC derivative providers
CFD and other OTC derivative providers
Corporate advisors and independent experts
Corporate advisors and independent experts
Financial planners, investment advisors and brokers
Financial planners, investment advisors and brokers
Insurers and insurance brokers
Insurers and insurance brokers
Managed discretionary accounts (MDAs) or separately managed accounts (SMAs)
Managed discretionary accounts (MDAs) or separately managed accounts (SMAs)
Responsible entities, wholesale trustees and investment managers
Responsible entities, wholesale trustees and investment managers
Carbon Credits
Carbon Credits
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