ACCOUNTANTS, BE FOFA COMPLIANT

From July 1, 2016, the Future of Financial Advice (FOFA) reforms required accountants to hold either a full or limited Australian Financial Services Licence (AFSL) to provide financial advice.

Or, you can offer your clients a digital investment advice service like Ignition Wealth. Even if you have already obtained a licence, you can benefit from reduced compliance costs by offering our high-tech, low-touch investment advice service.

Ignition Wealth is an AFSL holder with an automated investment advice solution. This means you can continue to service your Self-Managed Super Fund (SMSF) clients using our AFSL.

With our automated advice solution, you can grow your business revenue by profitably servicing your high net worth SMSF clients. This will free your time to develop new business and earn additional revenue. You can also access new clients, including the tech-savvy millennials who demand a high tech solution across the spectrum of all their financial needs. Your self-directed clients will benefit from a transparent, independent financial advice service with minimal costs. And, with our HIN based system, ultimate control of the underlying investments remains with your clients.

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