Unlicensed accountants in the current SMSF landscape
Tuesday, 24 July 2018 at 3pm AEDST
UPCOMING WEBINAR
There are a range of misconceptions today about how accountants can engage with their SMSF clients since the removal of the accountant’s exemption. Common misconceptions about what you can and can’t do when it comes to fund establishments, commencing pensions, commutations and more.
In this upcoming webinar, Aaron Dunn along with Kath Bowler from Licensing for Accountants (L4A) will be explaining and demonstrating for unlicensed accountants a smarter way to operate in today’s current licensing environment.
Debunking some of the key myths around the licensing rules, this session will also demonstrate the launch of a new product solution, fully integrated with Simple Fund 360 and Class to to help unlicensed accountants to stay on the right side of the fence.
Make the smart move...
Join us for this upcoming webinar to find out more about how as an unlicensed accountant you can engage with your clients in today’s SMSF landscape.
PRESENTERS
Aaron Dunn
Within the financial services industry, people look to Aaron to learn more about self-managed super and the growth of the sector. Highly admired amongst his peers, Aaron’s insights into technical issues and the SMSF industry sees him regularly sort out to participate in Government reviews, including the Super System Review and more recently the ‘Reinventing the ATO’ program.
Aaron is the CEO and Co-founder of Smarter SMSF (previously The SMSF Academy). He is a Certified Practising Accountant (CPA) and SMSF Specialist Advisor, having worked within the SMSF sector for more than 20 years.
Kath Bowler
Kath is recognised as one of Australia's leading authorities on licensing for accountants. During her 20-year career in the accounting and financial services industry, she has remained passionately committed to assisting accountants to expand into financial planning.
With a diverse financial services background, Kath has sat on all sides of the fence as a regulator, financial adviser, accountant, policy adviser, head of a licensee and consultant. With this deep insight, she has the passion and vision to bring these industries together and is dedicated to developing solutions that allow accountants to be active in the licensed advice arena.