Financial planning

SMSF Advice – accountants’ exemption repealed

The accountants' exemption has been removed effective 1 July 2016.

Accountants can no longer recommend the establishment or winding up of a self-managed superannuation fund unless they are appropriately licensed.

Watch a short video to hear Keddie Waller outline top tips for CPAs providing financial services.

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Your obligations under APES 230

APES 230 Financial Planning Services sets out mandatory requirements and guidance for members engaged in the provision of quality and ethical financial planning services.

A financial planning service includes advice provided to a client in respect of a client’s personal financial affairs specifically related to wealth management, retirement planning, estate planning, risk management and related advice.

Training and events

Browse all online and face-to-face training options.   

Access CPA Australia's certified advice pathway courses:

• Certificate IV in Finance and Mortgage Broking
• Registered Tax Agent (RTA) Solution
• RG146 Compliance Solution Program

Library resources

Access and download a range of CCH titles including:

• Australian Master Financial Planning
• Australian Master Superannuation Guide
• Australian Superannuation Legislation
• Guide to MySuper, SuperChoice and SuperStream