Limited Licensing Options

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.

Lifespan “Access”

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.

Lifespan “Advantage”

Asset Builder Referral Program

In addition to providing advice on the establishment, making contributions to, and the closure of, self-managed super funds (SMSF), this licensee program provides for the development of a strategic referral arrangement which delivers the opportunity to build a valuable revenue stream and realisable asset at the end of the period.

Lifespan “Absolute”

Comprehensive Advice

Personal superannuation and SMSF advice (including alternate superannuation products & detailed strategies). Personal (comprehensive) investment & risk product advice, review and recommendations.

Further details on the licensing options for accountants can be obtained here.