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.
27-Apr-2017 Linda Santacruz, independent financial adviser
The result of ASIC’s first best interests duty court case is proof that advice firms must have processes that go beyond putting clients into products, a financial services lawyer has said.
26-Apr-2017 Katarina Taurian, accountants daily
Significantly more planning than usual will be required for accountants looking after their clients’ superannuation, and accountants are being told working close to deadline will create a “risk position” this year.
26-Apr-2017 Miranda Brownlee, SMSF Adviser
An automated advice provider believes the new licensing regime has raised the standard of advice for SMSF establishments, which will ultimately see a decline in the number set up each year.
19-Apr-2017 Krystine Lumanta, self managed super
Chartered Accountants Australia and New Zealand (CAANZ) has revealed it is finalising its 2017/18 practice support program for licensed and unlicensed members. The program will aim to provide members with a choice of service providers and a range of free resources, as well as access to additional resources at a discounted member price.
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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