Limited SMSF License
Merit Wealth is an Australian financial services licensee.
It was established by accountants for accountants at a time of rapid regulatory and industry change as the licensee of choice for accountants. We understand accounting businesses and know what makes them successful.
We are a business with SMSF opportunity at its core, not merely a business with an SMSF offer added on. This single focus enables you to:
- Access services and support that are relevant to your accounting business
- Provide quality SMSF advice to your clients
- Belong to an accountant specific brand
- Access accountant-specific training, workshops, PD days, and events
- Become a member of a peer group network for accountants specialising in SMSFs
As an accountant, you are often the first source of advice your clients turn to for any financial matters.
So, it stands to reason that individuals will turn to their most trusted long-term adviser to not only establish their SMSF but also provide them with strategic advice.
Australians continue to be attracted to self-managed super funds (SMSFs) as their primary retirement savings plan. In fact, the ATO’s SMSF Quarterly Statistical Report for June 2020 indicates the highest number of net establishments since 2015–16 – there could be as many as 18,540 across Australia.
Advice Beyond Your Limited Authority When Required
The Limited Authority allows you to provide complex strategic advice to your clients. At times, you may have clients who need advice that goes beyond your authorisation.
At your discretion, you have access to Merit Wealth financial planners who can assist you – a seamless delivery under the one licensee that maintains and protects the client relationship
We Know What Matters to You and Your Clients
We continually speak with accountants across Australia about licensing and the changing landscape of their industry.
It is a specialist area that requires an in-depth understanding of how accounting businesses operate, the services they provide, as well as the intricacies of SMSFs.
Armed with this understanding and our experience in financial services licensing, we have continued to assist practices with their licensing and support.
Transition to Full Advice Two-day Training Course
More than a third of consumers would like their accountant to provide financial planning advisory services within the next 5 years. If you would like to broaden your services, we can assist you with the transition to full advice
Want to Know More?
Contact us today and we will be in touch as soon as possible.