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Advice Templates
(SOAs, FSGs and more)

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Licensing Roadmap

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Make Licensing Work for me

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

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Licensing isn't for me

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

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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 choose the destination .... We'll work out how to get you there

Our Roadmaps are complimentary and only take 15 minutes to complete.

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

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Unlicensed templates

For tax and compliance advice

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

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Compliance packages

For Limited Licence Holders

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

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Choose a Licensee

Webinar and DIY kit

Essential guidance for those that want to become an authorised representative

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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.

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Industry News

Accountants warned on SMSF documentation traps

21-Jun-2016 Miranda Brownlee, Accountants Daily

One lawyer has observed "significant" and increasing issues arising from SMSF documents that were not properly executed, resulting in "serious consequences" for the end client.

Read full article

Lesson for accountants in new AAT decision

21-Jun-2016 SMSF Adviser

A recent AAT decision outlines some key lessons for accountants looking to transition to the AFSL regime from 1 July, particularly in relation to training procedures and record keeping.

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Older accountants and planners face same challenges

21-Jun-2016 Mike Taylor, Money Management

Accountant licensing arrangements have imposed the same challenges on the accounting profession as those being experienced by financial planners as they approach higher education standards, according to an analysis published by Count Financial.

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ASIC urging accountants to make contingency plans

10-Jun-2016 Katarina Taurian, SMSF Adviser

ASIC is getting in touch with some applicants for the limited licence, advising them to "prepare for the contingency" that their licence may not be approved by the 30 June deadline.

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

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