Tier 2

Tier 2 is suitable for Accountants who wish to provide clients with class of product advice in the post 1 July 2016 environment.

 

Tier 2 allows you to:

  • Provide a far broader range of financial advice than your current industry exemption allows. This includes holistic financial advice on SMSFs and class of product of advice (advice that doesn’t involve a specific product recommendation).
  • Provide class of product advice on:
    • Superannuation
    • Managed investments
    • Personal insurance
    • Basic deposit products
    • Securities

 

Click here for Tier comparison and pricing.

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