Accountant Limited Licence In Sydney |La Verne Capital

These licence are authorized or given by the Australian financial services (AFS), they’ll doesn’t have any discretion in providing the advices. The accountants are only applies by setting up and closing down of SMSF.

We’re able to provide the licensed accountants with their licensing requirements. You’ll get some strategies like:

1. Limited authority- it’s a simple replacement for the SMSF accountants, advice you regarding contributions. Generally, advice you only for insurance and investments plan.
2. Strategic authority- advice you regarding the limited borrowing resources or transferring of business. It includes all the options like outside superannuation, etc. it’s not a financial product.
3. Full authority- advice you for full financial planning including specific products recommendations, also advice you for risk products from inside and outside both sources.

You’ll get the package to get the accountant limited licence such as:

1. Securities
2. Deposit basic products
3. Life as well as the general insurance
4. Simple manageable investment schemes or plans
5. Superannuation product

We’ll guide you in some areas such as;

1. Audit insurance
2. Your special exemptions
3. Stationery and promotional materials
4. Professional indemnity insurance
5. Easily do conversation or stay connected with the clients

Licensed accountants is needs to comply with the SOA (statement of advice) requirements, we simplified it for you by creating the detailed SOA user guide that’ll help in tailor your business. In licensed accountant, you’ll get two main things i.e.

1. Responsible manager master classes
2. Role and responsibilities off responsible manager- highly qualified, experience, involves all liabilities
3. Providing financial services- apply for disclosure obligation, what’s complains, etc.

• AFS licence obligation- view in depth of all regulatory requirements that’s apply to financial business services.

1. Regulations in the financial services industry- like who’re the regulators or what they do.
2. Statement of advice
3. In this included full day exercise on customizing the templates.

The authority will provide you assurance for better establishment of relation with your clients by providing them suitable insurance plans with the suitable interest rates and terms.

Taking it or not decision will be yours, members of authority will be assist you in considering options of licence that which one is appropriate to you. While taking this licence make sure that you’ve all the information regarding its terms and conditions then it’ll easy for you to taking it.

For knowing more, you’re free to contact us at any time.

• Address: suite 7/ 104 wigram street, Harris park nsw 2150
• Mail Us: info@lavernecapital.com.au
• Phone: 1800 883 007