Financial Planning
Accredited Training
- About
- RG146 Course Outline
- Advanced Diploma of Financial Services
- Recognition of Competency
- (DPML) Margin Lending
- Apprenticeships
- Training FAQ
Marketing Newsletters
Downloads
Enrolment Forms
Advanced Diploma of Financial Services
Recognition of Competency (ROC)
Align yourself with InterPrac Financial Planning to develop a
profitable and successful
financial planning business
Accredited Training
Frequently Asked Questions
We have taken some FAQs from the ASIC website to answer some of the questions about the implications for Tax Agents regarding the FSRA.
- Do the AFS licensing requirements apply to accountants?
- Do I need an AFS licence to provide tax advice?
- What advice can I give about SMSFs?
- Guidance on the provision of tax advice?
Downloads from the ASIC website and from the Attorney Generals department
Policy Statement 146 (old version)
Licensing: The scope of the licensing regime: Financial product advice and dealing
Except from the NTAAs Tax Hot Spots seminar on: