• 60 Second App to work out your licensing requirements with the removal of the accountants exemption.

    60 Second App to work out your licensing requirements with the removal of the accountants exemption.

  • Do you want to continue to recommend SMSF's to your clients?*
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  • You will need to refer your clients to a financial adviser so they can provide both general and specific advice to your client about SMSF's.

    If you would like GPS Wealth to put you in contact with a suitably qualified adviser please enter your details below and select submit.

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  • 60 Second App to work out your licensing requirements with the removal of the accountants exemption.

    60 Second App to work out your licensing requirements with the removal of the accountants exemption.

  • What type of of ongoing advice do you wish to provide to your clients in relation to SMSF's? 

    (Please select Yes or No)

  • Advise my clients to set up a SMSF*
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  • Advice regarding contributions*
  • 60 Second App to work out your licensing requirements with the removal of the accountants exemption.

    60 Second App to work out your licensing requirements with the removal of the accountants exemption.

  • Advice regarding pensions*
  • General and Strategic advice in relation to consolidation of existing superannuation accounts*
  • 60 Second App to work out your licensing requirements with the removal of the accountants exemption.

    60 Second App to work out your licensing requirements with the removal of the accountants exemption.

  • General and Strategic advice regarding limited recourse borrowing, transferring of business real property*
  • Discuss with my clients the need to consider having life insurance in their SMSF*
  • 60 Second App to work out your licensing requirements with the removal of the accountants exemption.

    60 Second App to work out your licensing requirements with the removal of the accountants exemption.

  • General advice only on investments and insurance*
  • Specific product advice in relation to investments and insurance*
  • 60 Second App to work out your licensing requirements with the removal of the accountants exemption.

    60 Second App to work out your licensing requirements with the removal of the accountants exemption.

  • Discuss with my clients life insurance and associated product features*
  • Have all of the above people completed an RG146 course?*
  • 60 Second App to work out your licensing requirements with the removal of the accountants exemption.

    60 Second App to work out your licensing requirements with the removal of the accountants exemption.

  • Please hit the submit button and we will call you within 24 hours and discuss over the phone your licensing options and indicative cost of being licensed through GPS Wealth Ltd.

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