INFO 216
AFS licensing requirements for accountants who provide SMSF services
This is Information Sheet 216 (INFO 216). It is for accountants who provide services relating to self-managed superannuation funds (SMSFs).
In plain English
INFO 216 explains AFS licensing for accountants providing services related to self-managed superannuation funds (SMSFs).
This guidance, INFO 216, applies to accountants who provide SMSF services. It clarifies when an accountant needs an Australian Financial Services (AFS) licence. It covers providing advice about SMSF investments. ASIC published this information sheet. It helps accountants understand their obligations.
Why it matters
Accountants offering SMSF services must check if they need an AFS licence. Failure to do so could lead to regulatory action. This guidance helps ensure compliance and protects consumers.
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Issuing regulator
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Source: https://www.asic.gov.au/for-finance-professionals/afs-licensees/applying-for-and-managing-an-afs-licence/limited-financial-services/afs-licensing-requirements-for-accountants-who-provide-smsf-services/. Rules Mate indexes + summarises; always verify against the regulator's live publication.