SMSF Advice Deadline for Accountants is history.  What next?

The uptake of accountants to obtain limited autorisation to give advice on SMSF was underwhelming.  The penalties for providing unlicensed financial product advice include up to two years' imprisonment or a fine of $36,000 for individuals or $180,000 for companies.
There are many other compelling reasons to see your clients receive the very best financial advice in a way that does not put you at risk.  

Call a Wise Investment Adviser to find out how to protect your firm and to grow it with wise advice.

Wise Investment Advisers assist highly ethical and client focussed accountants, estate solicitors, and finance brokers to collaborate for a better client experience. The result is happier and more loyal clients who can concentrate better on their careers and families- which inspires them to be more ambitious. A virtuous cycle follows that allow the collaborating professionals not only retain these clients but also to build their respective practices with referrals from satisfied clients. This ensures the value of each firm and the professional’s retirement plans due to the generous small business capital gains tax exemptions.

• Are you an ethical owner of an accounting, estate planning, finance broking or other related business?
• Do you want to grow your business and have more satisfied clients?

Accountants and Financial Planners working together:

Accountants can increase the quality and quantity of fees they provide to their clients.

Another tab outlined the benefits your clients receive through professional collaboration of their advisers. Accountants can also benefit from such collaboration. Clients who receive superior service rarely change accountants. Your clients will also refer more family and friends and potentially require more accounting services as their wealth grows.