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.