AccountantsIQ was established in 2014 to support accountants who provide SMSF advice under the new licensing regime. It brings together experienced, non-institutionally aligned financial services professionals and offers a comprehensive SMSF solution.
The solution has been specifically developed for accountants who have obtained an AFSL - limited or otherwise - who wish to retain independence and control of their practice as they move into the licensed advice world.
Part of the offering is advice templates, predominantly the Fact Find and Statement of Advice, that are well written, clear and in plain English for clients. The templates make complex issues more simple, are easy to use, and provide accountants with the peace of mind their regulatory requirements are being met.
With a wide range of documents, Cleardocs is the most comprehensive document suite available - all in one place. You can be confident that our documents are current and compliant, with compliance upgrades to popular documents just a few clicks away.