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2017 Limited Licence Holder Workshops

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

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What do you need help with?

Make Licensing Work for me

For those that are, or want to move to an advice based business

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Licensing isn't for me

Support to make sure you don’t overstep the licensing line.

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DON'T TACKLE LICENSING WITHOUT A ROADMAP

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?

Sign up today for our Ongoing Support Program. Step by step guidance to make licensing work for you.

Why Choose Us

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

Advice templates

Produce SOAs with ease

A complete software soltuion that covers both licensed and unlicensed advice

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Unlicensed templates

For tax and compliance advice

Feel confident that the services you are providing do not require licensing

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Compliance packages

For Limited Licence Holders

A range of different options and price points to cater for both small and large businesses

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Choose a Licensee

Webinar and DIY kit

Essential guidance for those that want to become an authorised representative

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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

Unpopular accountants’ licence tipped for chopping block

19-Jun-2017 Miranda Brownlee, accountants daily

In light of the minimal take-up of limited licences and vast implementation issues, one consultancy firm has predicted they may be completely abolished by ASIC. Mayflower Consulting director Sarah Penn says there has been minimal interest in limited licensing by accounting firms, and among the accountants who did apply for a licence there is still widespread confusion as to what exactly constitutes financial advice and when a statement of advice is required.

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Advice technology solutions work in silos

15-Jun-2017 Malavika Santhebennur, Money Management

Financial advisers are bombarded with an excess of choices when it comes to technology while many of the software solutions in the market work in silos and do not talk to each other. That was the view of technology and advice solutions provider, YTML, whose director, Terri Ho, told a media roundtable yesterday that it was not a case of advisers and planners being reluctant to embrace technology but that they did not know how to combine the different components together.

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Actuarial concerns over segregated method

14-Jun-2017 Darin Tyson-Chan, self managed super

The Institute of Actuaries has expressed its concerns regarding the ATO’s approach toward the use of the segregated method within an SMSF when determining assets that have been used to support an income stream or streams.

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ASIC finds compliance issues among responsible entities

14-Jun-2017 Staff Reporter, independent financial adviser

The corporate regulator’s surveillance of responsible entities has uncovered a number of compliance areas in which they ‘fell short’ of their legal obligations. ASIC said responsible entities were struggling to meet their obligations in managing conflicts of interest, breach reporting, rewards and incentives, whistleblowing, custody and risk management systems.

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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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