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Another AFSL holder has announced a licensing plan specifically designed for accountants.
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Non-aligned licensee offers accountants licence
04 May 2016
•
8 minute read
Libertas Financial Planning director Mark Euvrard said the offer would appeal to many accountants who are looking for an independently owned and non-aligned licensee with no product ties.
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The Libertas offering has been developed for SMSF accountants.
"What's unique about us is that we're established in the advice market but we also understand accountants," Mr Euvrard said.
Specialist SMSF accountants are looking for a seamless transition to the new licensing regime, while they continue to do what they have been doing to date in a compliant manner, he said.
"Our package includes customised software which guides the adviser through the compliance process and generates statements of advice for their clients. Many accountants would not be familiar with this type of software – user friendly and designed for accountants," Mr Euvrard said.
"As an added feature, the software also contains a suite of client letter templates to use for unlicensed accounting work when providing tax and compliance advice."
Mr Euvrard added that Libertas is a strong advocate of advice and strategy over product distribution.
"We're not seeking to attract hundreds of accountants to the banner. We're selective and accountants should be too. Large complex practices probably won't fit our model," he said.
"However, sole or small specialist practices with a similar cultural and philosophical fit will feel at home with us."
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