Why We Exist
We understand that the primary focus of Tax and Accounting professionals is the provision of tax and accounting services. However, we also understand that people look to their trusted Tax and Accounting professional for comprehensive and personal financial advice.
A changing legislative framework now means that the advice Tax and Accounting professionals are able to provide their clients has become more restricted.
In order to give comprehensive Superannuation and Financial Planning advice, Tax and Accounting professionals need to become an Authorised Representative of a Financial Services Dealer Group holding an Australian Financial Services License (AFSL).
Given the new educational and Professional Year requirements prescribed by FASEA, many Accountants are choosing not to provide Superannuation and Financial Planning Advice.
We partner with those Tax and Accounting professionals who wish to retain Tax and Accounting services as their primary focus. This allows Tax and Accounting professionals to maintain and protect their client relationships whilst having Politis Investment Strategies provide their clients with Superannuation and Financial Planning advice.