If you’re an accountant that doesn’t hold an AFSL, or simply doesn’t offer investment advice, we can help you fill that gap.
Here’s a few great reasons to work with Balance Impact:
- We’re a professional investment adviser fully licensed under an AFSL and can provide Managed Discretionary Account services.
- We specialise in investment advice for Self-Managed Super Funds
- Our online Model Portfolios are quick and easy to set-up
- We charge fixed prices, not percentage-based fees.
- We’re affordable, particularly for larger balances as our maximum fee caps out at $55 a month.
- We provide quarterly performance reports, annual social impact reports and annual tax information
- Clients can monitor their investment performance online any time
If you would like more information about how we can work with your accounting practice, please contact us.