Why partner with AccountantsIQ?
- We take the hard work out of developing and maintaining compliant templates
- We help you run and meet your licensing obligations
- We help you maintain and enhance your SMSF expertise
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
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
- 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