In a website update, the ATO said that accountants who don’t operate under an AFSL are limited in how they can refer a client to an automated advice provider.
Read the full article on SMSF Adviser.
With certain robo-advice providers promoting their services to unlicensed accountants, the ATO has warned SMSF professionals that their ability to refer clients to these services is limited without an AFSL.
by Shared by SMSF Adviser | 2 Mar, 2018
In a website update, the ATO said that accountants who don’t operate under an AFSL are limited in how they can refer a client to an automated advice provider.
Read the full article on SMSF Adviser.
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