Why use AAA?
AAA has several advantages:
- An easy application process
- A comprehensive range of the necessary supporting tools, including web-based advice software so you can be up and running as soon as you are ASIC approved
- Capped fee structure – no licensee retentions
- The professional support that comes with your membership with the NTAA
- Compliance access and support
- Compliance audits
- Compliance feedback and assistance for Statement Of Advice ('SOA')
- Discounted rates for NTAA Super Schools seminars
- Everything you need and nothing you don’t
AAA has its exclusive easy to use SOA generation software to speed up the advice process, which is provided for no additional cost.
AAA allows authorised representatives to advise their clients on the following:
Deposit and payment products limited to:
- Basic deposit products
- Deposit products other than basic deposit products
Life products including:
- Investment life insurance products
- Life risk insurance products
Interests in managed investment schemes including:
- Investor directed portfolio services
- Retirement savings accounts ('RSA') products
Securities
Superannuation including:
- Investments within super, rollovers and super related recommendations
Strategic advice including:
- Estate planning
- Debt management
- Centrelink Advice
Excluded:
Gearing
Margin lending
To become an AR of AAA you need to be a NTAA Member.
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