You are required to obtain a Certificate of Independent Financial Advice (AKA Accountant Certificate) from a financial adviser or accountant
that they have met with you and gone through a number of aspects of the LRBA, contributions, loan repayments and other financial
aspects of the documents and your situation.
If you work with Smart Business Solutions or Smart Private Wealth
as your accountant or financial adviser we will be able to complete this for you.
If we are not your accountant or ongoing financial adviser, please download a sample copy of the document and confirm with your
accountant that they are willing to sign it.
A lot of accountants who are not licensed financial advisers, may not have the licenses or qualifications to provide advice in relation
to limited recourse borrowings arrangements, and are therefore unable to sign the document.
Please do note, that whilst it is the signing of the document, similar to the lawyers, our professional bodies require additional
workpapers to be maintained as support for why we were comfortable in signing the document.