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.

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.

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

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

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: 

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