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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

Advisers should ‘take market share’ from accountants

14-Jan-2018 Killian Plastow, Accountants Daily

Financial advisers are “significantly better placed” to advise SMSF trustees than accountants, according to the FPA.

Read full article

New education requirements expected to include accountants

10-Jan-2018 Miranda Brownlee, Accountants Daily

Educational changes currently sweeping through the financial advice industry are likely to include accountants with an AFSL, according to a compliance lawyer.

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Don’t unnecessarily punish degree holders says FPA

20-Dec-2017 Mike Taylor, Money Management

Financial planners with degree qualifications and who are Certified Financial Planners should not be needlessly penalised under the new arrangements being pursued by the Financial Adviser Standards and Ethics Authority (FASEA), according to the Financial Planning Association (FPA).

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Flimsy property valuations exposing SMSFs to risks

19-Dec-2017 Miranda Brownlee, SMSF Adviser

Many SMSFs with property assets have not sought formal valuations of where they’re applying the CGT relief, which could see the fund attract further scrutiny from the ATO, says an SMSF auditor.

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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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