Hillview Taxation and Business Solutions owner, Michael Lutz, is very pleased to announce his SMSF Specialist Advisor™ accreditation with the SMSF Association (SMSFA). This is an industry wide accreditation that indicates a high level of professional knowledge in the sector. Whilst Michael has been involved in the SMSF sector for over 15 years, it is nice to do the work and achieve an accreditation that recognises knowledge, skills and experience in the sector. We also love the professionalism of the SMSFA to date, the professional development, and contacts it offers, and are further thankful for a strong voice in the SMSF sector.
With the change in requirements for being able to provide advice for self-managed superannuation funds from 1 July 2016, this goes a long way to indicating the expertise and knowledge required in the field. We are now working on the next step of reviewing options as either an authorised representative under someone else’s AFSL or obtain our own limited license prior to 1 July 2016. With not much time left, we will make a decision in the months ahead, well and truly before ASIC’s recommended time of 31 March 2016 to ensure our license is in place prior to the deadline if that is the option we take.