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.
02-Dec-2016 Katarina Taurian, SMSF Adviser
Although accountants have been slow to fulfil their SMSF licensing requirements, research from Investment Trends shows they are set to ramp up their offerings in the long term. Overall, accountants’ move into the AFSL environment has been slow, falling significantly short of market expectations. For those who have chosen to obtain their own limited licence, hundreds are still waiting on ASIC’s approval after not meeting the soft lodgement deadline of March 1 this year.
29-Nov-2016 Katarina Taurian, accountants daily
A far-reaching study has indicated a significant chunk of investors would prefer to turn to their accountant for investment advice, while one of the top reasons clients leave their accountants is lack of expertise in the area. Investment Trends has released its 2016 Investment Trends Robo-advice Report, which indicates that while the use of automated investment services remains “nascent”, this looks set to change as awareness begins to spike.
18-Nov-2016 Mike Taylor, Money Management
Financial services technology will enable consumers to bypass intermediaries such as advisers and deal directly with product manufacturers, according to Australian Securities and Investments Commission (ASIC) chairman, Greg Medcraft. Addressing a conference in Singapore, Medcraft said he believed financial services technology had the potential to change the face of the financial services sector both in the region and globally and that a tipping point had been reached where potential was translating into real action.
15-Nov-2016 Staff Reporter, SMSF Adviser
Many accountants hoping to trade under the label of independence as part of the new SMSF licensing regime have been advised otherwise by an industry lawyer. Last month, if a reported that the corporate regulator will be seeking external legal advice to determine whether it should prohibit firms from calling themselves ‘independently owned’, unless they meet the Corporations Act definition of independence.
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.
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.
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.
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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