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-2017 Kate Cowling, Professional Planner
Accountants operating under the new SMSF advice licensing regime are uncertain about their documentation and compliance responsibilities, including the circumstances requiring a Statement of Advice (SoA), the corporate watchdog’s surveillance exercise found.
18-Jul-2017 Staff Reporter, Investor Daily
A compliance check conducted by ASIC has revealed that accountants operating with a limited AFSL are uncertain about their new compliance obligations. The so-called 'accountants exemption' that allowed accountants to advise on the set-up and closure of SMSFs was replaced with a limited licensing regime on 1 July 2016.
17-Jul-2017 Krystine Lumanta, self managed super
Ignition Wealth today announced the launch of a software technology solution that automates the process of assessing clients’ suitability to establish an SMSF, reducing the time and cost involved for practitioners.
13-Jul-2017 Tim Miller, Miller Super Solutions
What should a client do if their pension exceeded $1.6m prior to 1 July 2017? More specifically what should they do with the excess? This is the commutation conundrum. Of course we know that all of these clients have taken the appropriate action to commute these pensions back to $1.6m on or before 30 June 2017 but the real question is whether they will leave the excess in accumulation or take it out of the superannuation system. To commute and withdraw or not to! This is somewhat of a philosophical debate, or is it?
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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