Bramelle Partners – Authorised Representative of AFSL

From 1 July 2016 accountants can only provide financial advice on Self Managed Superannuation Funds (SMSFs) if they are operating under an Australian Financial Services License (AFSL).

After discussing the changes with a number of our clients, we were encouraged to obtain the relevant registrations to allow Bramelle Partners to continue providing the advice we have in the past so our clients would not need to seek advice elsewhere.

As a result of this feedback Bramelle Partners Pty Ltd became a Corporate Authorised Representative of Australian Unity Personal Financial Services Limited (ABN: 26 098 725 145, AFSL No. 234459) on 20 July 2016.

Director of Bramelle Partners Brad Seeto comments “It made sense to become an Authorised Representative of Australian Unity Personal Financial Services Limited as it allows us to continue to provide holistic advice to our clients, we certainly didn’t want to scale back our services to be a tax compliance and administrative firm. Providing advice which covers a client’s overall situation is a big part of what we do and its makes sense to continue this. We view providing advice to SMSFs as an important service to the industry and will continue to be an important part to our business in the future. The service offering by Australian Unity was exactly what we were after, they are a reputable business which has been around forever and does a great job helping their clients achieve their financial goals. It was clear we should become an Authorised Representative with Australian Unity once we went through all the details”.

Becoming an Authorised Representative of Australian Unity Personal Financial Services Limited will allow Bramelle Partners to continue to provide advice and/or services to SMSFs and advising on rollovers of existing superannuation to SMSFs.

If you would like any further information about the new licencing regime please contact your advisor or one of our accountants in North Sydney.

Who is Australian Unity Personal Financial Services?

Australian Unity Personal Financial Services specialises in helping accountants help their clients create more secure financial futures through the provision of professional financial advice, finance broking, and insurance services.

Australian Unity is a mutual with a proud 175 year heritage of helping Australians create secure financial futures. This pedigree and experience, combined with our corporate strength and leading edge strategic advice capability, means we are uniquely placed to offer your clients – through you – high quality personal financial services… each finely tuned to your clients’ particular needs to ensure they achieve their vision of a secure financial future.

Financial Services Guide

FSG Part 1 can be downloaded here

FSG Part 2 can be downloaded here