Advisory Ventures Group (AVG) currently offers a limited SMSF licence for accountants through its wholly owned licence business, SMSF Super Advisory Pty Ltd AFSL 450822.
Licensing accountants and SMSF strategists
SMSF Super Advisory [AFSL 450822] is a limited license for accountants seeking to offer strategy advice to SMSFs.
The provision of SMSF strategy, generally as part of a broader client tax structure, can be highly specialised.
We reflect this level of SMSF specialisation in our approach to how accountants provide advice and the documentation to facilitate that advice.
We operate under the following principals:
Personal Service - we aim to provide a high touch, personal service from highly qualified professionals
Partnership - a direct relationship with the principals of the business
Integrity - we operate with the utmost integrity
Transparency - openness, accountability, compliance and effective communication
Growth - we partner for mutual success, to create opportunities to deliver quality services + value to your clients and your practice.
Specialisation – we provide specialist, bespoke services to meet the aspirations and goals of your clients
Outsourced Licensing Services to Limited SMSF Licensees
SMSF Super Advisory also offers its licensing services to accountants with their own limited SMSF licenses.
Our Licensing Services may include advice documentation and templates, disclosure document templates, supervision and compliance, and special SMSF para-planning services.
Our longer-term objective is to be a boutique private wealth firm focused on one of our core values – SPECIALISATION.
Through many years partnering with accountants, we believe there is genuine scope for a specialised provider of financial services.
These specialist, bespoke services may range from SMSF investment services to generational wealth transfer to retirement planning.
To be in a position to provide these services, we have applied to ASIC to vary and broaden our limited SMSF licence to incorporate a broader range of financial services.
I am interested in being authorised under your Licence
If you would like to know more about being authorised with us, please provide your details below and we will be in contact with you shortly.