The accountants’ exemption, being Regulation 7.1.29A of the Corporations Regulations 2001, has been repealed since 1 July 2016.

Since then, only accountants with at least a limited AFSL licence may:
– assist a client in establishment of an SMSF
– assist a client to wind up their existing SMSF
– make recommendations in relation to a client’s existing superannuation funds
– provide advice to clients on superannuation contributions & pensions

As holder of AFSL Licence No. 483940, Fortiz Accountants is licensed by ASIC to provide advice on superannuation and SMSFs.

Enquire about our annual service package for SMSF administration, bookkeeping, audit and tax return services, payable in monthly instalments.

Useful Links:
How SMSFs work
SMSF Fact Sheet by MoneySmart
SMSFs and Property

Our Services

  • Advice about superannuation & SMSF
  • Set up of SMSF
  • Bookkeeping/Accounting for an SMSF including GST obligations
  • Preparation & lodgement of annual tax return
  • Taxation advice & strategies
  • Winding up of an existing SMSF

Services are provided by qualified CPAs, each with more than 20 years of experience in financial accounting, management accounting, public accounting, budgeting and forecasting.

Fortiz Accountants

Local Expertise for Global Clients