Two permission lines
General advice and arranging activity sit within one AFSL and one company.
For Sale: Australian AFSL General Advice Company
General Advice | Basic Deposits & Superannuation | AUD 250,000
Acquire 100% of an Australian company holding an AFSL for general financial product advice and arranging applications and transactions in basic deposit products and superannuation for retail and wholesale clients. The AUD 250,000 share purchase is structured on a cash-free, debt-free basis, with AUD 50,000 payable at Share Sale Agreement signing and AUD 200,000 at Completion.
Key AFSL highlights
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General advice scope: General financial product advice covers basic deposit products and superannuation.
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Arranging permissions: The company may arrange applications, acquisitions, variations and disposals within the same product classes.
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Retail & wholesale: Both permission lines extend to retail and wholesale clients.
Corporate & compliance foundation
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2026 AFSL record: The current ASIC dataset records the licence commencement in January 2026.
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Australian company: The existing licence holder provides the corporate base for the buyer's operating model.
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Compliance materials: Available compliance documentation and operational manuals form part of the proposed completion package.
Transaction & value proposition
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100% share sale: Acquire all issued shares on the proposed cash-free, debt-free basis.
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Asking price: The published asking price for the full share acquisition is AUD 250,000.
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Signing payment: AUD 50,000 is payable when the Share Sale Agreement is executed.
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Completion balance: AUD 200,000 is payable at Completion under the definitive transaction documents.
Executive overview
A defined Australian advice and arranging platform
The July 2026 indicative terms propose the purchase of all issued shares in an Australian AFSL holder. The regulatory perimeter is focused and commercially readable: general advice plus arranging activity for basic deposit products and superannuation, serving retail and wholesale clients. The same terms list corporate records, business records, available compliance documentation and operational manuals for delivery at Completion.
SKY7 coordinates the controlled disclosure, transaction review, Share Sale Agreement and post-closing workplan. Company identity, the AFSL number and the complete licence schedule are disclosed to qualified buyers under NDA.
Regulatory and corporate profile
The AFSL acquisition perimeter
| Item | Current position | Acquisition relevance |
|---|---|---|
| Regulatory instrument | Australian Financial Services Licence recorded by ASIC | Existing Australian financial-services permission held within the acquired company |
| Advice permission | General financial product advice for basic deposit products and superannuation | Defined advice scope across two established financial-product classes |
| Arranging permission | Arrange applications, acquisitions, variations and disposals for the same products | Supports intermediary workflows without issuing the underlying products |
| Client scope | Retail and wholesale clients | Permission perimeter covers both customer segments |
| Licence commencement | January 2026 | Recently established regulatory and compliance foundation |
| Transaction | Acquisition of 100% of the issued shares | Company, AFSL record and agreed corporate materials remain in one share perimeter |
| Commercial terms | AUD 250,000 asking price, with AUD 50,000 payable at signing and AUD 200,000 at Completion | Published price and staged payment structure |
Transaction highlights
A focused permission set with a clear acquisition structure
Two product classes
The recorded scope covers basic deposit products and superannuation.
Broad client perimeter
Both retail and wholesale clients are included in the current licence schedule.
Full share acquisition
The proposed transaction transfers all issued shares under a definitive Share Sale Agreement.
Documentary foundation
Corporate, business, compliance and operating records available at Completion support the ownership handover.
Staged consideration
The proposed AUD 50,000 and AUD 200,000 payment stages align signing and Completion.
Post-acquisition support
Corporate, governance and compliance handover
ASIC control notification
SKY7 coordinates the post-completion controller notification within ASIC's published 30-business-day period.
Corporate filings
Director, shareholder, address and beneficial-ownership actions are aligned with the completion sequence.
Governance alignment
Responsible-manager coverage, competence evidence and operating responsibilities are mapped to the buyer's model.
Compliance transition
Policies, registers, reporting dates and control ownership are organised into the opening compliance workplan.
Optional operating build
Workstreams for activating the acquired platform
Advice operating model
Define customer journeys, general-advice controls, disclosures and representative responsibilities.
Product-provider sourcing
Approach suitable basic-deposit and superannuation providers for buyer-approved commercial arrangements.
Compliance technology
Select onboarding, recordkeeping, monitoring and reporting systems for the target client model.
AFSL variation roadmap
Scope additional financial services or product classes through the applicable ASIC variation process.
Transaction mechanics
From NDA to Australian ownership handover
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Qualification and NDA
Buyer ownership, funding and operating intent open the controlled company and AFSL file.
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Acquisition review
Qualified buyers receive the identity, AFSL schedule, corporate records, available compliance materials, proposed terms and Share Sale Agreement inputs. Offer information is current as of July 2026.
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Due diligence
The indicative package allows up to 10 business days after NDA execution and receipt of the due diligence information.
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Signing
The definitive Share Sale Agreement fixes the included assets and triggers the AUD 50,000 signing payment.
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Completion
Conditions are completed or waived before the shares transfer and the AUD 200,000 balance becomes payable.
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ASIC handover
SKY7 coordinates the required post-completion control notification and the agreed governance and licence-record updates.
FAQ
Acquisition questions about the Australian AFSL company
For the controlled company and AFSL file, contact SKY7
01 What does the AFSL authorise?
The current ASIC record covers general financial product advice and arranging for another person to apply for, acquire, vary or dispose of basic deposit products and superannuation. Both permissions cover retail and wholesale clients.
02 What is the asking price and payment structure?
The asking price is AUD 250,000 for 100% of the issued shares. AUD 50,000 is payable when the Share Sale Agreement is executed and AUD 200,000 is payable at Completion.
03 What is included in the acquisition?
The proposed perimeter includes all issued shares, the company holding the AFSL, corporate and business records, and available compliance documentation and operational manuals. The definitive agreement fixes any IP, domain or other optional assets.
04 How is the ownership change handled with ASIC?
The shares transfer under the completion conditions set in the definitive Share Sale Agreement. SKY7 then coordinates the controller notification within ASIC's published period and aligns any related company, responsible-manager and licence-record updates.
Tell us what you need
Request the Australian AFSL acquisition pack
The public terms are AUD 250,000, with AUD 50,000 payable at signing and AUD 200,000 at Completion. Under NDA, request the company identity, AFSL schedule and proposed Share Sale Agreement terms. SKY7 coordinates controlled access, transaction review, completion and the post-closing regulatory handover.