The financial services group has partnered with Cowell Clarke Commercial Lawyers as part of its accountants partnership program, seeking to assist accountants who choose to obtain their own Australian Financial Services Licence (AFSL).
The launch of online portal Cowell Clarke Connect aims to give accountants access to ongoing legal advice, support and tools to stay abreast of legal developments that could have an impact on their ongoing compliance obligations.
“The ongoing compliance support will greatly benefit accountants, many of whom might still be considering if managing a limited licence is right for their practice,” said Nathan Jacobsen, Perpetual Private general manager of professionals.
Mr Jacobsen also sought to dismiss claims that with the deadline looming, a limited licence is no longer a viable option for accountants.
“Given the tight time frame for accountants to determine their licensing path, some may feel the only option they can take is to turn to the Authorised Representative model. This is not the case.”
“This partnership will allow us to work together to create a smooth transition for accountants who may feel overwhelmed with the changes they may need to implement,” concluded Catherine Evans, a partner at Cowell Clarke.
SUBSCRIBE TO THE SMSF ADVISER BULLETIN
28 Jun 2016Govt told to rethink super policy in light of BrexitBy Staff Reporter
28 Jun 2016Looming election ‘heads I lose, tails I lose’ for SMSFsBy Katarina Taurian
28 Jun 2016Post-Brexit ‘definitely time for caution’By Katarina Taurian
28 Jun 2016Financial services provider to launch SMSF admin, investment platformBy Staff Reporter
27 Jun 2016ASIC tipped to ‘make example’ of accountantsBy Katarina Taurian
27 Jun 2016Brexit to offer SMSFs blue-chip bargainsBy Miranda Brownlee
- view all
Govt told to rethink super policy in light of Brexit
Several investor lobby groups are pushing the government to reconsider its proposed super changes in light of Brexit, given the current and ...read more
Looming election ‘heads I lose, tails I lose’ for SMSFs
One Australian fund manager believes that despite the tough policies the Liberal government announced in the budget, superannuation policy u...read more
Financial services provider to launch SMSF admin, investment platform
A financial services company has opened pre-registrations for its new SMSF platform, set to launch next month, which will provide establishm...read more
- view all