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ATO issues fresh robo-advice warning to SMSF professionals

With certain robo-advice providers promoting their services to unlicensed accountants, the ATO has warned SMSF professionals that their ability to refer clients to these services is limited without an AFSL.

ATO issues fresh robo-advice warning to SMSF professionals
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  • Shared by SMSF Adviser
  • March 02, 2018
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In a website update, the ATO said that accountants who don’t operate under an AFSL are limited in how they can refer a client to an automated advice provider.

Read the full article on SMSF Adviser.

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