What we offer

Advice Licensing Services

Accountable offers three licensing options for accountants:

  • Self-Managed Superannuation Fund Advice only (Limited Financial Advice)
  • Personal Insurance Advice Only (a choice of General Advice, Limited Financial Advice or Personal Advice)
  • Investment Related Advice Only (a choice of either Limited Financial Advice or Personal Advice)

Accountants can choose one or more licensing options based on the level of advice they want to provide to their clients. For example, a firm‟s Partner may choose to be authorised to offer advice on SMSFs and on personal insurance.

Fee-based pricing

Accountable charges a flat dollar monthly fee per accountant that becomes licensed to provide advice as an Authorised Representative. The amount of the fee is based on the Licensing option selected. Unlike other AFSL holders, Accountable does not take a percentage of your advice revenue.

Accountable may reduce licensing fees where there is more than one Authorised Representative in a practice or for upfront payment of the annual fees.

Accountable will outline the fee structure in a meeting with you.

Other services provided by Accountable

Accountable provides a range of products and services, including:

  • Accountant education, training + accreditation in superannuation
  • Accountant licensing services plus required ongoing compliance audits
  • A Managed Referral Service to outsource financial + credit advice
  • An outsourced para-planning service to prepare Limited Statements of Advice (SoA)
  • Ongoing professional development
  • Approved Product List (APL)
  • Professional Indemnity Insurance
  • Superannuation technical support and advice services
  • Marketing strategy and services
  • Lending and SMSF loans
  • Property advisory and real estate valuation service
  • Life Insurance, including a group life policy for SMSFs
  • Investment portfolio review and optimisation
  • Portfolio management, including direct shares portfolios
  • Salary packaging consulting
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