Specialist services to Accounting firms.
Advisory Ventures Group ("AVG") recognises that a “one size fits all” approach does not work. Specialisation is not recognised.
AVG will shortly be launching a range of specialist services to accounting firms and their clients:
SMSF advice limited license
SMSF investment services
Private wealth management
AVG currently offers the following Australian Financial Services License ('AFSL')
Super SMSF Advisory
SMSF Super Advisory AFSL 450822 is a limited license for accountants seeking to offer strategy advice to SMSFs.
SMSF Super Advisory also offers its licensing services to accountants with their own limited SMSF licenses. Licensing services may include advice document templates, disclosure document templates, compliance and special SMSF para-planning services.