Unlicensed Accountant Templates |

Create (Comply) provides a practical and compliant solution for unlicensed accountants to document and streamline many of the common conversations you have with your SMSF clients.

Built in conjunction with Licensing for Accountants (L4A) and legal sign-off by Holley Nethercote Lawyers.

As an unlicensed accountant you can generate documentation on an execution only basis relating to various activities for your SMSF clients. You can either download the template to complete or order online (including as part of a workflow). Please note that these templates provide documents for steps 1 & 2 of the process only. Where step 3 is available to order, you can order these documents on the Smarter platform as part of a create or create legal membership, accountant’s bundle or on a PAYG basis.