The accountants’ exemption, being Regulation 7.1.29A of the Corporations Regulations 2001, has been repealed since 1 July 2016.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.
Services are provided by qualified CPAs, each with more than 20 years of experience in financial accounting, management accounting, public accounting, budgeting and forecasting.
“Outstanding knowledge and professionalism from Fortiz Accountants who first set up my new business structure in Australia. With rapid responses despite their distance and time difference, Sabrina and Geraldine now take care of all my bookkeeping, accounting, tax and business planning needs.”
“Choosing Geraldine and Sabrina to look after my businesses' accounting has been one of the best business decisions we’ve made. They are an invaluable asset as they free us up to focus exclusively on building our businesses.”