Peace of mind for licensed accountants.

         > Easy to use compliant templates so you can provide quality SMSF advice, quickly & profitably

          > Help to stay up to date with the latest super reforms & regulatory developments 

          > Intelligent, practical tools to help manage risk & meet your AFSL obligations 

          > Training & support so you can maintain & enhance your SMSF expertise

         > Access to the experts in the field


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Tailoring, updates vital to SoA compliance

Self Managed Super Magazine | Krystine Lumanta | 12 July 2017

Accountants using white-label statement of advice (SoA) services must ensure their templates are specifically tailored to each client, as well as kept up to date with the ongoing changes to the super reforms, in order to meet Australian Securities and Investments Commission standards…

Licensed accountants deliver quality advice quickly

Professional Planner | Cut + Paste | 7 April 2017

With a number of accountants having only recently received their Limited AFSLs, coupled with it being a crucial time as they try to implement and cater for the super reforms …

Read more

White label SoA service gains traction

SMS Magazine | Krystine Lumanta | 10 April 2017

AccountantsIQ has reported strong interest from licensed accountants turning to its white label statement of advice (SoA) solution, in a quest to deliver quality advice quickly … 

Read more

Video: Accountants in a new era

Money Management magazine interviews Bronny Speed about how AccountantsIQ is helping accountants to provide SMSF advice under their own new financial services licences (AFSLs).

Watch now

Our Partners

Key Dates

Chartered Accountants Australia + New Zealand National SMSF Conference 2017, September 25 – 26, Sydney

Annual Compliance Certificate Lodgement –  31 October 2017

SMSF Returns Lodgement for those who have still to lodge 2016 return – 31 October 2017

Heffron Quarterly Technical Webinar, Thursday, 7 December 2017, 11.30am

SMSF Returns Lodgement for those lodging first return –  28 February 2018


“AccountantsIQ will be right beside you to provide advice, guidance and support as you implement and manage your licensed SMSF solution for the benefit of your clients and, importantly, your bottom line…”

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

RoA 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

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
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, Advice Solutions & Integration

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, Marketing & Business Development

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. 


Brett Walker


Smart Compliance – AFSL Application & Retention

Brett is a lawyer by training and a specialist in ASIC licensing and compliance services. He is the owner/operator of Smart Compliance, with experience that extends back more than 20 years to his time with the licensing regulator (ASIC) and the advice industry lobby (FPA). Since 1998 he has worked with hundreds of small businesses seeking their own licences and looking for efficient ways to maintain their ongoing compliance obligations.


Leigh Mansell


Heffron SMSF Solutions – SMSF Technical Training & Helpdesk

Leigh heads up the Technical Services Team at Heffron and is intimately involved in developing the firm’s range of technical materials for clients. She is a Chartered Accountant with over 20 years of superannuation experience and has worked extensively in both corporate and self managed superannuation fund administration. This gives her a unique ability to advise not only on the technical issues faced by SMSF advisers but also the practical solutions she has developed and implemented.

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    Find Us

    Level 2 | 8 Hill St | Surry Hills | NSW

    Bronny Speed 

    0417 062 616


     Andrea Manson

    0413 485 007