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.
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.