Restricted Authorisation specifically for Accountants

HNW Planning offers a Restricted Authorisation enabling accountants to give wide ranging strategic advice in regard to superannuation, including set up and close down of SMSFs. Separately we offer a Restricted Authority - Credit Licence

Our Restricted Authority - Super offer includes:

• Inclusion as an Authorised Representative under our AFSL , with a restricted authority
• SMSF technical support service
• Help to determine and coordinate any formal education requirements
• Subscription to CCH Australia online 'Superannuation and Financial Planning' module
• Professional Indemnity insurance
• One set of 500 business cards for each adviser
• Access to low-cost Website Development
• Online Portal specifically for Restricted Authority advisers, with:
  • Knowledge base access
  • Advice Templates
  • Compliance Manual
  • Financial Services Guide, Privacy Statement, Client Data Collection Forms and a library of your original Application Forms and agreements with HNW
  • Profile management
  • Training Register
• Co-operative commercial dealings and access to Praemium and other commercial services

Details of HNW Planning's Restricted Authority - Super offer are available by registering via the 'Online Application' button. The person in your accounting organisation who registers should be the person who will most likely be considered the 'primary applicant' and who will be applying for a restricted authorisation. The 'primary applicant' then has the authority to invite others in your organisation to also apply for a restricted authorisation, as applicable.