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There is so much more to licensing than the licence itself. Our starting point for all our clients is a Licensing Roadmap. That way, we can undersand where you are now and where you want to be and we can build a plan to get your there.
 

You've got your Limited Licence...so now what?

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We believe accountants make great advisers. Let us help you incorporate licensing into your business, without being driven by it.

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About us

Licensing for Accountants is an independent business providing accountants with software, tools and resources to transition into licensed advice.

We have an extensive background in accounting and financial licensing issues, and understand the opportunities and challenges licensing presents.

We are not a licensee. Our expertise lies in providing the right solutions and support to make your licensing journey a successful one.

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Industry News

Count Financial reveals cost impact of licensing for firms

20-Feb-2017 Miranda Brownlee, SMSF Adviser

Recent estimates provided by Count Financial show that for many SMSF firms, compliance with the limited licence regime has cost them tens of thousands of dollars and substantial hours away from their businesses. Speaking at a panel session at the SMSF Association national conference, Count Financial head of practice recruitment Euan Sneyd said while the compliance process with the limited licensing regime has often been touted as a straightforward process, for most accounting firms, the entire process has taken them an average of 292 days.

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ASIC on heels of accountants

17-Feb-2017 Malavika Santhebennur, Money Management

The Australian Securities and Investments Commission (ASIC) is visiting accounting firms to ensure they are complying with the new licensing regime to advise on self-managed superannuation funds (SMSF) rather than continuing to advise without adhering to licensing requirements, it warned.

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ASIC targeting SMSF advice in major shadow shopping project

17-Feb-2017 Miranda Brownlee, SMSF Adviser

The corporate regulator has announced that in coming months it will initiate a major shadow shopping project focused on advice given on SMSFs, particularly advice given in relation to establishing a fund. Speaking at the SMSF Association’s national conference, ASIC deputy chair Peter Kell said one of the two areas of focus ASIC has over the next few months is the ongoing work it is doing to lift the standards of advice and “to focus on areas where [it] believes there may be risks of poor advice”.

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What is contained in the 2nd DRAFT of the Professional Standards for Financial Advisers Bill?

17-Feb-2017 Joel Ronchi, Linkedin

In April / May 2016 the Second Draft of the CORPORATIONS AMENDMENT (PROFESSIONAL STANDARDS OF FINANCIAL ADVISERS) BILL 2015 was released. There were some significant changes made relative to Draft 1.

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Testimonials

Graeme Obst, FCA

AKW Chartered Accountants

Kath and her team at L4A were able to clearly analyse and recommend the level of licensing our people required. The process was efficient and painless and we found the summary webinar to be of great benefit. Thanks Kath.

Jackie Downing

CS Accounting & Taxation

I really appreciate your time and knowledge at yesterday’s session. Things are a lot clearer now. I really do agree with you that this is an opportunity for us accountants and we need to start looking at it as that.

Lynda Soderlund

LSA Accounting

The matching process saved me time (and money!) by fast tracking my understanding of the legislation and the decisions to be made. The independence of your service was a paramount criteria for me.

Tania Magon

All Round Accounting

Licencing for Accountant’s Online Licence Matching service highlighted to me the SMSF services I couldn’t continue to offer my clients post 1 July 2016, and more importantly the the different licencing options suitable to me. Thanks Kath

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