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On one hand accountants are mindful of continuing to provide their SMSF clients with a high level of service and advice as they always have. On the other hand, they must ensure that they avoid providing unlicensed advice and potentially breach licensing regulations.
First consider the do’s & don’ts for unlicensed accountants v licensed accountants…
Paradigm Professionals Group will guide you through the decision making process and can provide specialist SMSF advisory solutions, licensing and technical consulting tailored specifically for accountants.
If this sounds like you then Paradigm Professionals Group can provide the licensed SMSF advice for your client’s specific requirements to ensure that you comply with the new ASIC regulations for accountants.
The Paradigm Professionals Group licensing solution is perfect for accountants looking to be proactive in the provision of advice. We guide you through all aspects of the licensing pathway including education, training, PI insurance, advisor registration and paraplanning.
We can assist with various technical matters including ATO dispute resolutions, audit contraventions requiring remedial works, SMSF non-compliance issues or matters requiring deed restructure.
An SMSF Health Check provides a comprehensive review of your SMSF including adherence to SIS regulations, a fund documentation gap analysis and areas for consideration, taking into account changes to legislation and/or budget announcements.