Be smarter than your average as an unlicensed accountant dealing with your SMSF clients
As a member, you are provided with online access to practical and compliant documentation for common conversations you have with your SMSF clients. All are best practice, current, and regularly updated. You can seamlessly generate these documents using our integrations with BGL and Class.
Our Smarter Unlicensed Accountants Bundle comprises of:
Create (full pension and compliance document suite)
+ New SMSF
+ Company Incorporation (excl. ASIC fee)
+ Create (Comply)
Our Create (Comply) product provides a practical and compliant solution for unlicensed accountants to document and streamline many of the common conversations you have with your SMSF clients.
Built in conjunction with Licensing for Accountants and legal sign-off by Holley Nethercote Lawyers.
Up to 100 funds, then $7 per fund p/mth.