For anyone who has had children in the last decade or so, you may well have come across the book Who Sank the Boat? In this children’s book, all the large animals carefully climb into the boat – the horse, the cow, the sheep; but it is only when the mouse climbs in at the end that the boat sinks.
Licensing will enable many accountants to service their clients and be considered a primary source of advice.
With new licensing options emerging to assist accountants with the removal of the accountants’ exemption in July 2016, more accountants will be providing strategic advice to their clients and muscling in on services that have traditionally been offered by financial planners – especially in the superannuation arena.
Now is the time to think about how you want to be involved in the SMSF space in a more strategic way, says SMSF Advice’s Kath Bowler.
Legislative changes to the SMSF advice space present an opportunity for accountants and advisers to review their overall partnership arrangements, writes Kath Bowler
Practices that want a comprehensive and sustainable SMSF offering can build scale in a number of ways, writes Kath Bowler
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