Accountant Resources
Accountants with a Limited Licence
Version 1.0 -
Last updated: 1 Nov. 2018
This suite of documents has been specifically designed for accountants with a Limited Licence. It includes fact finds that accountants can use, recognising they may already have a lot of information about their client. There are also a number of SOA templates, including:
- A standard SOA template covering a wide range of SMSF advice scenarios
- A fast track SOA template (and supporting materials) for contributions advice
- A fast track SOA template (and supporting materials) for pensions advice
Included documents
| Document | Version | Type | Date |
|---|---|---|---|
| Accountant Fact Find | 4.0 | Tool | 1 Nov. 2018 |
| Client Fact Find | 1.0 | Tool | 1 Nov. 2018 |
| Communications Kit For Limited Licences | 1.0 | Tool | 17 Feb. 2020 |
| The HN Family Case Study | 1.0 | Tool | 1 July 2017 |
| Guide – Accountants Providing Advice In A Business | 1.0 | Guide | 1 Dec. 2016 |
| Fast Track Pensions Advice – Support Tools | 1.0 | Tool | 1 Aug. 2018 |
| Fast Track Contributions Advice - Support Tools | 1.0 | Tool | 1 May 2018 |
| SOA Template – Fast Track Contributions Advice | 2.0 | Tool | 1 May 2018 |
| SOA Template – Fast Track For Pensions Advice | 2.0 | Tool | 1 Aug. 2018 |
| SOA Template – For Accountants With A Limited Licence | 1.0 | Tool | 14 Feb. 2020 |