ASIC Financial Adviser Exam Preparation – Webinar Series

5 Session webinar series. Webinar recordings available. Succinct material, exam techniques and practice. 6 CPD hours. $495+gst.

GEAR UP - individual tuition webinars FASEA exam preparation

An individual tuition webinar program designed to help those wanting one-on-one tailored tuition $4,495 + GST

Cram 4 Exam testimonials

“Thank you for your assistance and support during the Cram 4 Exam session and the lead up to the FASEA exam. I would have been lost without the structure, support, tips and positivity you provided.” Garvin Jones, Nexia Sydney

Broken advice system needs accountants to fill gap

Accountants Daily | 16 June 2022
Urgent reform must address cost and accessibility, says CA ANZ submission to review.

Read more

PI and EDR membership should be kept until AFSL cancelled

Money Management | 18 January 2022
Chartered Accountants Australia and New Zealand (CA ANZ) has advised its members cancelling their Australian financial service licence (AFSL) to maintain professional indemnity (PI) insurance and membership…
Read more

The major issues for SMSF professionals in the Quality of Advice Review

SMSF Adviser Podcast | 9 February 2022

Hosts Aaron and Miranda are joined by Bronny Speed, financial advice leader, Chartered Accountants ANZ; Tracey Scotchbrook, policy manager at the SMSF Association; Bryan Ashenden, head of financial literacy and advocacy, BT Financial Group, and Michael Davison, senior manager, advocacy and retirement policy, CPA Australia…

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Exam preparation courses boost pass rate

Self Managed Super Magazine | 15 Sep 2021
The Cram 4 Exam program, offered via AccountantsIQ and led by Bronny Speed, has resulted in…

Read more

Our Partners

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Key Dates

2022 Financial Adviser Exams

Exam sitting #18:
28 July – 1 August 2022
Registration: 20 Jun – 12 Jul

Exam sitting #19:
3 Nov 2022 (proctoring only)
Registration: 23 Sept – 13 Oct

Next Cram 4 Exam Courses:
Webinar Series (June/July 2022)
Gear Up (individual)

Enrol now

To stay in the loop, click here and register your details.

“AccountantsIQ knows it’s a challenging time for licensed accountants. We will be right beside you with advice, guidance and support to help you to navigate and prosper into the future…”

Our Services

We help you keep to give quality advice, quickly and efficiently and make running your licence straightforward.  

Support is provided on an ongoing basis in three vital aspects of your SMSF advice business within your practice.

 

AFSL compliance


Ongoing Australian Financial Services Licence (AFSL) compliance through:

  • Peace of mind your advice documents are ASIC compliant
  • Quarterly assurance checks to protect your Limited AFSL (via Virtual Risk Manager)
  • Compliance checklists and library
  • Regular updates and proactive prompts

Advice templates & AFSL documents


Templates to help you quickly & efficiently create advice documents:

  • Branded with your own business name & logo,
  • Client-friendly & well-articulated 
  • Easy to use & keep up to date

Pre-advice documents

Privacy policy

Financial Services Guide (FSG) for entities & advisers

Fact Find

PLUS Client File Checklist

Communicating your advice

Statement of Advice (SoA)

Record of Advice (RoA) – letter & e-mail

Execution only letter


Documents to help you to run and protect your Limited AFSL:

AFSL Pro formas

Add/remove a representative

Letter of authority

Conflicts of interest policy

RoA policy

Compliance meeting proforma

AFSL checklists & registers

Representative register

Soft dollar register

Complaints register

Breach register

Conflicts of interest register

Checklist for RM’s adding a representative

SMSF technical support


Maintain and enhance your SMSF competence and expertise with ongoing technical support and training:

  • Live and interactive technical CPD webinars to ensure you keep up to date with all legislation, rulings and cases relating to SMSFs
  • Technical library
  • Newsletters
  • Help desk to provide a valuable second opinion or sounding board for your advice strategies (minimum of 4 hours per annum).

Why choose AccountantsIQ as your partner?

It's all about you...

Your brand, your logo…. Ours is a ‘white label’ solution which enables you to  add your own branding to our pre-written template documents

  • Simply download the documents from our website and save locally in your systems
  • Easy to tailor documents to suit your practice
  • Business integration support and guidance regarding systems & office procedures to maximise the benefits of your licence

AccountantsIQ is a resource for your practice. We are here to support you every step of the way.

Easy to use templates

Templates – no need to start from scratch

  • Eliminate the need for internal preparation of advice documents, templates and registers
  • Easily rebrand our pre-written templates and registers with your logo, and tailor them to suit your practice

Hands-on assistance to review your tailored documents to ensure they are compliant.

Dedicated Adviser Area

Secure web access to a dedicated Adviser Area within the AccountantsIQ website

  • Easily download the latest templates, safe in the the knowledge they are up to date
  • Access technically rxcellent strategy text covering a wide range of SMSF scenarios
  • Newly legislated super reforms covered in detail

Marketing opportunities

Leverage your licence to generate new business:

  • Demonstrate your independence and your expertise to existing and prospective clients

  • Sell the benefits of good advice and ring-fence your clients

  • It may be timely to also review health, insurance, cashflow and estate planning issues

Market leading support

AccountantsIQ take a hands on approach and prides itself on its personalised service. 

  • Assistance with RG146 study requirements
  • Review of tailored templates until you feel comfortable using them

We also facilitate ongoing technical support and training provided by our partner, Heffron, a recognised market leader in SMSF including: 

  • Live and interactive technical CPD webinars to ensure you keep up to date with all legislation, rulings and cases relating to SMSFs
  • Technical library
  • Newsletters
  • Help desk to provide a valuable second opinion or sounding board for your advice strategies
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Protect your client's privacy

Client data and privacy of information is protected.

  • AccountantsIQ does not have access to your client data at any time
  • We simply maintain up to date master templates from which your version would be prepared and stored locally by you

 

Our Team

 

Bronny Speed

BEd Grad Dip Acc CA CFP

AccountantsIQ – Founding Director

Bronny is the Founding Director of AccountantsIQ Pty Ltd, is a Chartered Accountant, Certified Financial Planner and a qualified maths teacher. She has over 25 years’ experience in the accountancy and advice professions. At AccountantsIQ, Bronny is the architect of our advice solutions and works actively with clients to integrate these solutions into their businesses. Prior to founding AccountantsIQ, Bronny was a Director and Responsible Manager for a boutique AFSL, and gained corporate experience as the Chief Financial Adviser at Mercer (Aust) Pty Ltd. With an excellent understanding of the advice industry, Bronny’s passion for education, financial advice and accounting are showcased through her active industry contribution and her work assisting accountants integrate financial planning into their accountancy businesses.

 

 

Andrea Manson

BSc (Hons), Grad Dip Appl Finance

AccountantsIQ – General Manager

Andrea has over 16 years’ experience working within professional & financial services organisations in business development, relationship management and marketing roles. At AccountantsIQ, she helps care for our clients and is responsible for identifying and implementing processes and innovations which enhance the way Accountants IQ delivers its services. 

 

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Find Us

Suite 21
Level 2, 8 Hill St
Surry Hills  NSW   2010

Call Us

0417 062 616