{"id":1272,"date":"2015-12-23T08:55:18","date_gmt":"2015-12-22T23:25:18","guid":{"rendered":"https:\/\/fwgs.net.au\/?page_id=1272"},"modified":"2016-02-12T14:56:15","modified_gmt":"2016-02-12T05:26:15","slug":"cloud-based-portal","status":"publish","type":"page","link":"https:\/\/fwgs.net.au\/cloud-based-portal\/","title":{"rendered":"THE FINANCE WISE PORTAL"},"content":{"rendered":"<p><img decoding=\"async\" style=\"float: right;\" src=\"https:\/\/fwgs.net.au\/wp-content\/uploads\/2015\/12\/portal-image-small.jpg\" alt=\"\" hspace=\"10\" \/><br \/>\nThe finance wise portal offers a range of services that makes a Limited Authorised Representative\u2019s (LARs) job simple, effective and efficient. Here are some of the many benefits of using the finance wise portal for SMSF advice:<\/p>\n<ul>\n<li>Cloud-based and accessible anywhere around the world<\/li>\n<li>Automates ASIC requirements and covers the seven safe harbour steps (FSG, Needs Analysis, Risk Profile, Anti Money Laundering Provisions and File Notes which are then migrated into the SMSF template in order to produce the SoA)<\/li>\n<li>Automated email delivery system to ensure the client never misses their FSG, making the advisor&#8217;s job easy and efficient<\/li>\n<li>The fail safe provision built into the cloud-based portal minimises potential breaches<\/li>\n<li>All the information within the portal is automatically populated to the SoA and FSG, saving you hours of work<\/li>\n<li>Allows you to add multiple members into the SMSF application and link it to the SoA<\/li>\n<li>The more SMSF\u2019s the firm produces, the cheaper the software becomes<\/li>\n<li>Non-FWGS authorised representatives or licensee\u2019s will incur an additional cost.\u00a0 The additional cost covers the creation of an advisor profile and access to the unique ASIC documents<\/li>\n<\/ul>\n<p>Call us today at <a href=\"https:\/\/fwgs.net.au\/register-your-interest\/\">08 8299 9707<\/a> or email as us <a href=\"mailto:info@wordpress-784484-2675404.cloudwaysapps.com\">info@wordpress-784484-2675404.cloudwaysapps.com<\/a>.\u00a0 We can show you how the\u00a0unique \u00a0finance wise portal can streamline your SMSF advice and ensure you are ASIC compliant.<\/p>\n<p>Alternately, <a href=\"https:\/\/fwgs.net.au\/register-your-interest\/\">register your interest<\/a> and we will call you at a time convenient to you.<\/p>\n<p>&nbsp;<\/p>\n<h3>FREE E-BOOK &#8211; ASIC DOCUMENTS<\/h3>\n<p><img decoding=\"async\" style=\"float: left;\" src=\"https:\/\/fwgs.net.au\/wp-content\/uploads\/2015\/12\/Cover-Page-Small.jpg\" alt=\"\" hspace=\"10\" \/><\/p>\n<p>&nbsp;<\/p>\n<p><a href=\"https:\/\/fwgs.net.au\/e-book\/\">Click here<\/a> to receive a free E-Book which demonstrates how the finance wise portal meets ASIC advice requirements and satisfies the seven safe harbour steps.<\/p>\n","protected":false},"excerpt":{"rendered":"<p>The finance wise portal offers a range of services that makes a Limited Authorised Representative\u2019s (LARs) job simple, effective and efficient. Here are some of the many benefits of using the finance wise portal for SMSF advice: Cloud-based and accessible anywhere around the world Automates ASIC requirements and covers the seven safe harbour steps (FSG, [&hellip;]<\/p>\n","protected":false},"author":1,"featured_media":0,"parent":0,"menu_order":0,"comment_status":"closed","ping_status":"closed","template":"","meta":{"footnotes":""},"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v22.4 - https:\/\/yoast.com\/wordpress\/plugins\/seo\/ -->\n<title>THE FINANCE WISE PORTAL | finance wise<\/title>\n<meta name=\"description\" content=\"finance wise. We offer solutions for the removal of the accountants exemption.\" \/>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/fwgs.net.au\/cloud-based-portal\/\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"THE FINANCE WISE PORTAL | finance wise\" \/>\n<meta property=\"og:description\" content=\"finance wise. 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