SMSF Advisers Network - SAN
Financial Services - South Melbourne, Victoria, AU
SMSF Advisers Network - SAN Employees
SMSF Advisers Network - SAN Details
The SMSF Advisers Network (SAN) is the National Tax and Accountants' Associations (NTAA) licensing solution – designed by accountants for accountants. Our Australian Financial Services License (AFSL) enables NTAA members to continue providing strategic advice in the area of SMSF and Superannuation post July 2016. Our Authorised Representatives (ARs) can advise their clients about:- the set-up and wind up of an SMSF;- pension strategies;- establishment of LRBA structures;- contribution, withdrawals and rollovers; and- the provision of an asset class investment strategy based on the individual member's investor risk profile. As an Authorised Representative of SMSF Advisers Network, you receive:- Access to compliance telephone support and a dedicated customer service team;- tailored software to assist you to deliver SMSF advice;- ability to continue having meaningful conversations with your clients regarding SMSFs and Superannuation;- competitive flat fee structure with no licensee retentions;- no product or sales obligations; and- access to a highly competitive Professional Indemnity insurance package.Importantly, you retain ownership of your customers. SAN gives you everything you need and nothing that you don't. To become an Authorised Representative of the SMSF Advisers Network, please visit our website for more information.
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