YOUR OPTIONS

As an adviser of CPA Australia Advice, your clients will be confident that the strategic financial advice you provide will always be independent and in their best interests. You’ll have control of your own business and be entirely impartial.

  • No commissions
  • No referral fees
  • No asset based fees
  • No linkage to products
  • No sales targets

We’ll help you transition to advice.

We understand that every practice has its own goals and a different service offering. That’s why we offer a range of ways to transition to an advice practice. We’ll work with you to find the option that best meets your needs and plays to the strengths of your practice and staff.

ESSENTIALS

Provide broad SMSF advice, including:
• set up / wind up
• contribution and pension advice
• rollover advice (limited to consideration of a SMSF).

 STRATEGIC

Builds on Essentials and also enables advice on:
• LRBAs
• life insurance
• strategic investment advice.

HOLISTIC

A comprehensive advice solution, including both strategic and product advice.

Compare your options

Explore your options using our comparison table, which outlines the training, support and resources we provide for advisers.



Notice
The information on this website is factual information only. Our services are available only in Australia from CPA Australia Advice Pty Ltd. ABN 21 606 084 806, AFSL No. 482657, ACL No. 482657, Member of FOS (Financial Ombudsman Service).