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.
19-Jul-2016 Krystine Lumanta, Self Managed Super
Accountants who have provided SMSF advice in the past have been strongly encouraged to make contact with their professional indemnity (PI) insurer to ascertain how they are covered for advice given before the new licensing regime started on 1 July.
19-Jul-2016 Krystine Lumanta, Self Manager Super
Accountants operating without a full or limited Australian financial services licence (AFSL) must ensure their position is visibly disclosed across all business and client materials and documents, and divulge any commissions or fees from referral relationships, an industry lawyer has warned.
18-Jul-2016 Accountants Daily
Accountants that are not across the intricacies of the new licensing regime are at risk of triggering some significant professional indemnity insurance issues, according to one consultant.
15-Jul-2016 SMSF Adviser
One mid-tier head, who is confident accountants will have their licensing arrangements appropriately sorted in the coming months, has outlined a variety of compliance tips professionals “may not have even thought about” for the new SMSF licensing regime.
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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