Tier 1

Suitable for:

Accountants who require basic authorisation and wish to provide advice regarding setting up or winding up an SMSF.

Allows you to:

Recommend the establishment or winding up of an interest in SMSF.

Provide advice on contributions and/or pensions on a client’s existing superannuation.

Provide class of product advice (advice that doesn’t involve a specific product recommendation) on basic deposit products and superannuation.

$4,000 per annum (plus GST) Or $333 (plus GST) monthly

Tier 2

Suitable for:

Accountants who wish to provide clients with class of product advice.

Allows you to:

Provide a broad range of financial advice. This includes the scope of advice offered under Tier 1, plus class of product advice on:

  • Superannuation
  • Managed investments
  • Personal insurance
  • Basic deposit products
  • Securities
$7,000 per annum (plus GST) Or $583 (plus GST) monthly

Tier 3

Suitable for:

Suitably qualified financial advisory professionals who wish to provide comprehensive financial advice but do not require business support services.

Allows you to:

Provide comprehensive financial product advice on:

  • Superannuation
  • Managed investments
  • Securities
  • Personal insurance
  • Basic deposit products
  • SMSFs
  • Standard margin lending
$14,000 per annum (plus GST) Or $1166 (plus GST) monthly

Tier 4

Suitable for:

Suitably qualified financial advisory professionals who wish to provide comprehensive financial advice and require business support services.

Allows you to:

Provide comprehensive financial product advice on:

  • Superannuation
  • Managed investments
  • Securities
  • Personal insurance
  • Basic deposit products
  • SMSFs
  • Standard margin lending

Plus business support services including marketing and business mentoring.

$20,000 per annum (plus GST) Or $1667 (plus GST) monthly

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