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A.S.A.P.

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We have access to a digital advice platform called A.S.A.P. This is a highly efficient and cost-effective way to request SMSF product advice when a licensed adviser is required.

On 1 July 2016, ASIC changed the licensing requirements for accountants. Some of the advice we were previously able to provide now needs to be issued under an Australian Financial Services Licence. The costs of having a license are expensive which would increase the cost of our client services. We have therefore taken the decision to refer clients to A.S.A.P. who offer a purpose built advice platform for SMSF clients, which is faster and less expensive than the alternatives.  A standard Statements of Advice from A.S.A.P. costs only $275 which is much less than other compliant alternatives.

Examples of decisions where advice from A.S.A.P. would be recommended:

  • Establishing an SMSF
  • Making additional concessional or non-concessional contributions
  • Reviewing your insurances
  • Rollover existing super to SMSF
  • Purchasing new direct property within super (incl LRBA)
  • Starting or changing a transition-to-retirement pension or account-based pension

 

Equiti Private Wealth

 

Equity

For more aggressive investment strategies including negatively geared rental properties inside and outside of superannuation, Equiti Private Wealth provides a highly customised and sophisticated financial advisory service.

Call 1300 990 990 or email info@equiti.com.au

Visit Equiti Website