Topdocs and ASAP Advice combine to provide unlicensed accountants with innovative SMSF solution.
With the number of accountants licensed to provide SMSF advice still very low, many accountants are looking for a solution that will enable them to remain active in this area, without the need to become licensed or to team up with a financial adviser.
Topdocs, together with ASAP Advice (“A.S.A.P.”), have combined to develop such a solution.
Unlicensed accountants can now utilise A.S.A.P.s online advice service to obtain Statements of Advice for SMSFs and pensions, and at the same time, create the necessary documents through Topdocs.
This solution enables accountants to keep the SMSF establishment process in house, with A.S.A.P. mainly acting behind the scenes to provide ‘one-off’ advice.
A.S.A.P. operates pursuant to the ‘scaled advice’ provisions of RG 244 and is a Corporate Authorised Representative No. 1248127 of Hunter Green Pty Ltd, Australian Financial Services License No. 225962. All Statements of Advice from A.S.A.P. are provided under this AFSL and A.S.A.P. and Hunter Green sub-authorise the advisers providing the advice. For more information, please refer to their Financial Service Guide.
For more information on this exciting new solution, please visit A.S.A.P.’s website:
General information – https://asap-advice.com.au/
To book a demonstration - https://asapadvice.setmore.com/