lorem ipsum dolor sit

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

Thanks for Subscribing.

To keep you informed, sign up to our fortnightly Licensing Wrap-Up.

Subscribe to: Licensing for Accountants

What do you need help with?

Make Licensing Work for me

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

More

Licensing isn't for me

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

More

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

More

Unlicensed templates

For tax and compliance advice

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

More

Compliance packages

For Limited Licence Holders

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

More

Choose a Licensee

Webinar and DIY kit

Essential guidance for those that want to become an authorised representative

More

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.

More

Industry News

Wave of accountants tipped to expand SMSF services

02-Dec-2016 Katarina Taurian, SMSF Adviser

Although accountants have been slow to fulfil their SMSF licensing requirements, research from Investment Trends shows they are set to ramp up their offerings in the long term. Overall, accountants’ move into the AFSL environment has been slow, falling significantly short of market expectations. For those who have chosen to obtain their own limited licence, hundreds are still waiting on ASIC’s approval after not meeting the soft lodgement deadline of March 1 this year.

Read full article

‘Lack of expertise’ driving clients away from accountants

29-Nov-2016 Katarina Taurian, accountants daily

A far-reaching study has indicated a significant chunk of investors would prefer to turn to their accountant for investment advice, while one of the top reasons clients leave their accountants is lack of expertise in the area. Investment Trends has released its 2016 Investment Trends Robo-advice Report, which indicates that while the use of automated investment services remains “nascent”, this looks set to change as awareness begins to spike.

Read full article

Medcraft points to fintech bypassing intermediaries

18-Nov-2016 Mike Taylor, Money Management

Financial services technology will enable consumers to bypass intermediaries such as advisers and deal directly with product manufacturers, according to Australian Securities and Investments Commission (ASIC) chairman, Greg Medcraft. Addressing a conference in Singapore, Medcraft said he believed financial services technology had the potential to change the face of the financial services sector both in the region and globally and that a tipping point had been reached where potential was translating into real action.

Read full article

New licensees warned on labelling risks

15-Nov-2016 Staff Reporter, SMSF Adviser

Many accountants hoping to trade under the label of independence as part of the new SMSF licensing regime have been advised otherwise by an industry lawyer. Last month, if a reported that the corporate regulator will be seeking external legal advice to determine whether it should prohibit firms from calling themselves ‘independently owned’, unless they meet the Corporations Act definition of independence.

Read full article

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

Our Partners

CONTACT US

Fill out the form below and we'll be in in touch shortly. Alternatively, feel free to call us on 1300 930 328.


ARE YOU A CA ANZ MEMBER?

Click through to our dedicated CA ANZ section and contact form
Yes No thanks
Phone Email
Christmas Push

Want to keep updated on licensing issues?

Subscribe below to receive our Licensing Wrap Up

Thanks for Subscribing.

 

Subscribe to: Licensing for Accountants

To keep you informed, sign up to our fortnightly Licensing Wrap-Up.

Just fill in the form below.  We will send you an email with a link to activate your account and you are set.