CPD with The SMSF Expert

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Your solution to the removal of the accountants exemption

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The SMSF Expert is an AFSL holder designed specifically for accountants who merely want to be licensed so that they can continue to provide advice to their clients to establish or wind up SMSF’s and provide advice around superannuation contributions and pensions.

We have set up this license so that we can service the accounting profession. We cannot sell products and we are not interested in getting all of your referrals. It is just about quick, efficient service. We will make our income for the fees you pay us and that is all. No kick backs in either direction.

We understand that when you simply want to advise a client to roll back a current pension to combine with their accumulation and commence a new pension you don’t want to have to go through a lengthy SOA process that will cost them thousands.

Because of this we have very specific processes for these specific tasks so that you complete the advice process very quickly and for virtually no cost to your clients.

We understand your business as we are also accountants.

And all this with the technical backing of one of Australia’s leading SMSF experts - Peter Johnson.

Peter Johnson

My current licensee, the SMSF Expert Pty Ltd, has a turnaround of an average of 36 hours in releasing the SOA so I have no frustrations. I have moved from another dealership which I will not mention the name which took them 3 weeks before my SOA was vetted.

Rodi Orantia, Colby Business Services

If you are having trouble with your licensing partner then you should contact Peter Johnson of The SMSF Expert. Since becoming an authorised rep with them I have not only fulfilled my licensing requirements but they take the hassle out of preparing SOAs for my clients. The work is always prepared in a timely and professional manner and they go out of their way to help in whatever way they can. I could not recommend them higher.

Jane Noller, Jane L Noller & Co

My licensee - The SMSF Expert - gets my SOAs back to me within 1-3 days.

Wendy Campbell, W Campbell & Associates (SMSF)

Expert advice packaged within a simple, easy to follow system.

Dean Robinson, Dean Robinson Financial Services

If you are in need of a solution for your SMSF licensing requirements then you should contact Peter Johnson of the SMSF Expert. Since becoming an authorised rep with the SMSF Expert we have found their training, professional approach and advice to be centric to what we and our clients require. I could not recommend them higher.

Justin Enright, Morse Group

I'm an accountant who has practised in the SMSF sphere for over 20 years and hold a DFP. I 've held an AR for an AFS Licensee in the past but chose not to continue practising in the Financial Planning sphere. I prefer to look after our existing and new SMSF clients who either like the control, prefer to invest in direct property, manage their own share portfolio with assistance and may prefer not to deal with a financial planner or invest in managed investments. After some review of providers, in June 2016 we chose to hold a limited AFSL with The SMSF Expert who provide a good service and a much better turnaround of SOA’s than the some other providers.

Mike Crowley, Mike Crowley & Associates

Since joining The SMSF Expert Pty Ltd, I now have the support of team who are focussed on helping me meet the new legislative requirements without disrupting my core business. They have helped me with the efficient and timely preparation of my SOAs, which allows me to focus on my clients.

Tyson Arentz, STM Super Advisory

I have been very happy with my decision to join The SMSF Expert Pty Ltd. Peter Johnson and his team understand my business and provide me with assistance to produce efficient and timely advice for my clients.
The SMSF Expert Pty Ltd has a way of doing business that compliments my accounting practice and doesn’t try to impose lengthy, complex new processes and I can provide my clients with compliant advice that is suited to their needs.
I would recommend them highly to anyone looking for a solution to the new licensing requirements.

Ashraf Bishay, Accountant