
Why partner with AccountantsIQ?
1. Your brand is at the forefront
- the AccountantsIQ service is a ‘white label’ solution which enables you to remove our logo and add your own branding to our pre-written template documents
- simply download the documents from our website and save locally in your systems
- it is then easy to tailor the documents to suit your practice
- you will receive business integration support and guidance regarding systems and office procedures to maximise your new SMSF solution
- we are a resource for you and your practice
2. Client data and privacy of information is protected
- AccountantsIQ will not have access to your client data at any time
- we will maintain up to date master templates from which your version would be prepared and stored locally by you
3. 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
4. Web-based solution
- secure web access to a dedicated Adviser Area within the AccountantsIQ website
- easily downloadable templates
- technically competent strategy text to cover a wide range of SMSF scenarios
- newly legislated super reforms covered in detail
5. Ongoing support
- hands-on assistance is provided with your implementation
- we will provide training assistance to satify RG146 requirements
- personalised guidance is provided throughout the process
- your tailored templates are reviewed where necessary and until you feel comfortable using them
6. Client marketing opportunities
- our solution can be used for business development opportunities as you bring clients into the new licensing regime
- it may be timely to also review health, insurance, cashflow and estate planning issues