Limited license options
Lifespan can help you provide the level of advice that best suits your business with our range of licensing solutions. You’ll be well supported throughout the process with on the ground assistance to help implement the advice process within your business. Licensing options range from the Lifespan “Access” package, which addresses the soon to expire current accountants’ exemption for SMSF advice, through to the “Advantage” authority which gives you increased scope to address broader advice needs, and finally the “Absolute” licensing option, giving you full authorised representative status, and empowering you to deliver comprehensive advice services in all traditional client advice scenarios.
Flexible Licensing options that meet your needs
Deliver a complete financial advice offer to your clients through the selection of one of three Lifespan advice and support models. Compare Lifespan licensing options and decide which one is best for you. Change your option at any time.
Specific SMSF Authority
This will replace the current accountant exception. Advice on the establishment, making contributions to, and the closure of, self-managed super funds (SMSF), with a business as usual approach wherever possible.
Asset Builder Referral Program