Adviser area
InsiderIQ
Know when action is required & what action to take
As an AccountantsIQ client, you will receive a notification from us when we have new information on important issues like:
- FASEA – education, exam, CPD, foreign qualifications, PY (mentoring)
- Royal Commission outcomes & Election ramifications
- Licensing/compliance regulatory information
- Practice support information and materials
- Key industry issues – news & analysis
- Access to our archive of InsiderIQ information
- Checklists & proformas
- Complimentary AccountantsIQ webinars
- Discount (25%) to attend AccountantsIQ’s training day
Advice templates & AFSL documents
Providing advice – Compliant and comprehensive advice templates
Pre-advice documents
Documents to communicate your advice
Running your licence – AFSL pro formas, checklists & registers required to maintain your Limited AFSL
AFSL pro formas
AFSL checklists & registers
ASIC Quick guide: Key obligations when giving advice under a limited AFS licence
Added – November 24th 2017
Representative register
Last reviewed – 31 August 2020
Soft dollar register
Last reviewed – 31 August 2020
Complaints register
Last reviewed – 31 August 2020
Breach register
Last reviewed – 31 August 2020
Conflicts of interest register
Last reviewed – 31 August 2020
SMSF technical support
- Webinars
- Technical library
- Newsletters
- Helpdesk for your technical queries
02 4930 2188
technical@heffron.com.au
AFSL Compliance
- We ensure your advice documents are ASIC compliant
- Quarterly assurance to protect the Limited ASFL
- Compliance checklists and library
- Regular updates and proactive prompts
AFSL requirements for Accountants who provide SMSF services:
> view ASIC INFO 216
> view the SMART Guide on ASIC INFO 216