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Accountants Superannuation and SMSF RG146 Solution

Act now to ensure you can continue to provide Financial Advice including Self-Managed Superannuation Fund ('SMSF') advice now that the Accountant's Exemption has been abolished . Now if you provide financial advice, including advice relating to Self-Managed Superannuation Funds, you will now need to hold an Australian Financial Services Licence ('AFSL'). Non-compliance may result in severe penalties by ASIC.  

Other than compliance with RG146, our focus is on YOUR needs. Pinnacle Financial Services Academy (’PFSA’) has put together a solution designed for accountants. Our solution is aimed at providing you with what you need to continue on with business as usual post Accountant's Exemption.

Please Note that Assessments can take up to 21 days to assess; Skills Assessments can take up to 2 weeks to arrange; Issuing of Statement of Attainment can take up to 21 days.

For more information about RG146 recognition requirements, click here.

Our solution gives you credit for your accounting qualification, bridging your qualification and experience with the requirements of ASIC for Superannuation and SMSF. This will enable to you fulfil the requirements of RG146 to provide advice to your clients for Superannuation and SMSF’s.

Accountant’s Solutions:

  • Superannuation & SMSF Personal Advice Solution

If you feel that you already have the knowledge and skills required – talk to one of our student advisers today about our Recognition and Assessment Only pathways. At Pinnacle, we don’t make you jump through unnecessary hoops.

Contact Us

  • Pinnacle Financial Services Academy Pty Ltd
  • 29-33 Palmerston Cres
  • South Melbourne VIC 3205
  • Phone: 1300 782 822
  • RTO Provider Number: 91217
  • ABN: 74 116 541 256
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