Option #1 - Become a SMSF ExpertYou be the expert!
We'll be the SMSF Expert for youWe’ll be YOUR SMSF Expert
If you don’t do enough SMSFs to warrant spending the money on becoming authorised, we can help.
We understand that for some accounting firms it simply isn’t worth becoming a part of the licence regime.
We can provide the on-demand support you need to deliver SMSF advice for your clients. Working in collaboration.
with you, Peter Johnson as the Responsible Manager of The SMSF Expert, can provide SMSF consultation and advice on your behalf. Then, should your client take up the recommended SMSF strategy, Peter will hand over to you for continued compliance advice including setting up their SMSF, ensuring you remain present throughout.
Fees will vary on the sort of advice you are after but as an indication, to prepare a full SOA with a recommendation to establish a SMSF and roll over other superannuation with a class of product investment strategy will be $1,650 including GST.
YOUR licence OUR SMSF Expert Support
If you have your own limited licence or you are already authorised through someone else, we can provide the SMSF documentation support you need.
While The SMSF Expert is available to provide assistance with preparing your SOAs, and we offer access to Peter Johnson for technical support, CST provides documentation services for establishing Companies, SMSFs and Trusts.
The cost of providing SOA’s will be as follows:
|Specific Advice SOA for Pensions or contributions (you only need this once) with a turnaround of seven days||$198|
|Drafting of your Financial Services Guide||$198|
We can even provide your SOA’s with all the SMSF documentation.
Get StartedYour next steps
Call Peter Johnson on 0413 335 700 to discuss your options in terms of the best solution for your accounting business.
If you decide to join The SMSF Expert Pty Ltd you will need to obtain your education qualification. Again, call us as we can guide you through that process.
Once you have your education qualification you can complete our application for a proper authority. We will then issue you with your authority and you can start advising immediately.