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Advice firm eyes SMSF accountants with licensing offer

05 May 2016 — 1 minute read

A non-aligned AFSL provider has brought a new authorised representative offering to the market, aimed specifically at SMSF accountants.

Libertas Financial Planning said they have developed the offering for SMSF accountants and that the offer would appeal to many accountants who are looking for an independently owned and non-aligned licensee with no product ties.

Libertas Financial Planning director Mark Euvrard said their offering was unique as a firm “established in the advice market” but that also understands accountants.


"Specialist SMSF accountants are looking for a seamless transition to the new licensing regime, while they continue to do what they have been doing to date in a compliant manner," he said.

"Our package includes customised software which guides the adviser through the compliance process and generates statements of advice for their clients. Many accountants would not be familiar with this type of software – user friendly and designed for accountants," Mr Euvrard said.

"As an added feature, the software also contains a suite of client letter templates to use for unlicensed accounting work when providing tax and compliance advice."

Mr Euvrard added that Libertas is a strong advocate of advice and strategy over product distribution.

"We're not seeking to attract hundreds of accountants to the banner. We're selective and accountants should be too. Large complex practices probably won't fit our model," he said.

"However, sole or small specialist practices with a similar cultural and philosophical fit will feel at home with us."

Read more:

Threat of litigation looms with new LBRA structures

Exaggerated market valuations tipped to rise

Budget changes expected to affect SMSF growth 


Advice firm eyes SMSF accountants with licensing offer
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