Strategic Outsource Solutions

Strategic Outsource Solutions (SOS) has been established to predominantly assist Accountants through the new regulatory requirements around SMSF advice. SOS can address and cover all your compliance concerns in relation to your AFSL obligations. We offer: A prevetting service for your Statements of Advice. If you have your own advice documents, SOS can also assist by checking that they meet all the necessary compliance requirements and provide expert feedback and opinions. Assistance by reviewing your breach and complaints register, files and procedures to ensure you’re meeting your obligations, including an Independent compliance check process for pre audit purposes. Training opportunities to ensure your staff understand the restrictions around the advice process and basic compliance requirements, including RG146 and softskills. HR Requirements: As a Director of a business, it is critical that you have current and relevant HR policies and procedures A Referral Program, where you have access to our panel of qualified experts, across General Insurance, Risk Insurance, Estate Planning, Aged Care, Investments and Paraplanning. Sourcing solutions Australia wide to engage a suitable Responsible Manager for your AFSL. The investment expertise of external professionals that are available to advise on your Investment Committees. Access to senior financial services industry executives to participate on Board’s of Advice to assist from a business planning, strategic planning and distribution perspective. As per ASIC regulations, an AFS licensee and Authorised Representatives, have a general obligation to do all things necessary in order to provide your financial services efficiently, honestly and fairly. Call Nola Sexton for HR & Practice Management (based on Sunshine Coast) 0421 995 911, Nina Forbes (based on Gold Coast) 0412013685 or Jenni Erbel (based in Brisbane) on 0412701775.