AccountantsIQ’s mission is to be the pre-eminent provider of services to Australian accountants operating in the licensed world. We work with clients to ensure that they have peace of mind their regulatory requirements are being met whilst providing quality, compliant SMSF advice – quickly, efficiently and profitably. 

AccountantsIQ's Self Managed Super Fund (SMSF) solution has been specifically developed for accountants who have obtained an AFSL – limited or otherwise – and features:

> Pre-advice documents such as the FSG and Fact Find
> Documents to communicate advice such as Statement of Advice (SoA) and Record of Advice (RoA), including up-to-date, technically accurate, strategy text.  
> AFSL checklists and pro-formas to manage risk & meet AFSL obligations 
> Training & support to  maintain & enhance accountants'​ SMSF expertise
 > Access to the experts in the field through our partner network of recognised industry leaders

AccountantsIQ also offers bespoke consulting services.

AccountantsIQ

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AccountantsIQ

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