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.
23-Mar-2017 Miranda Brownlee, SMSF Adviser
Recent limited licensing figures suggest there could be over 100 limited licensing applications yet to be finalised, as the date projected by ASIC for the completion of the applications fast approaches.
22-Mar-2017 Miranda Brownlee, SMSF Adviser
The corporate regulator has announced it will be trialling new machine learning software to help identify misleading marketing in certain financial services markets, including the marketing of SMSF advice services by unlicensed accountants.
14-Mar-2017 Katarina Taurian, SMSF Adviser
The ATO has released a final version of its law companion guideline on the transfer balance cap, which provides positive clarifications for the SMSF sector.
13-Mar-2017 Darin Tyson-Chan, SMSF Magazine
Accountants and tax agents without an Australian financial services licence or operating under a limited licence who are unclear about where discussions pertaining to the recent superannuation reforms sit in the context of the Future of Financial Advice legislation should, as a rule, treat all client conversations on the topic as the provision of financial advice, according to an SMSF strategist.
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
Fill out the form below and we'll be in in touch shortly.
Alternatively, feel free to call us on 1300 930 328.
Thanks for Subscribing.
Just fill in the form below. We will send you an email with a link to activate your account and you are set.