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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?

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We believe accountants make great advisers. Let us help you incorporate licensing into your business, without being driven by it.

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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 pushed on fee shakeup to avoid ‘nails in coffin’

28-Sep-2016 Katarina Taurian, accountants daily

Accountants who persistently resist new models of pricing and marketing are “cutting off their nose to spite their face,” according to one industry consultant. Across the industry, accountants are struggling with the concept of “value adding” services, fearing that attempts at upselling may alienate their client base.

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Accountants ‘number one’ choice in key advice areas

27-Sep-2016 Katarina Taurian, accountants daily

New research shows hundreds of thousands of Australians with unmet advice needs would turn to an accountant over other professionals, but barriers including licensing and hesitation to value-add remain significant roadblocks to accountants capitalising on this opportunity. Research from Investment Trends indicates that there are 255,000 SMSF trustees citing unmet advice gaps, and of that group 133,000 would approach an accountant for professional advice.

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Property firm penalised for SMSF advertising

26-Sep-2016 Staff Reporter, SMSF Adviser

A property advisory firm has paid a $10,800 infringement notice penalty after making potentially misleading statements about the cost of setting up a SMSF fund. In a public statement, ASIC said LT Management Pty Limited (LT Management) potentially made misleading statements about the cost of setting up an SMSF using the services of Capital Partners Pty Limited (RS Capital), trading as My SMSF Property.

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Accountants losing out to online SMSF service providers

23-Sep-2016 Katarina Taurian, SMSF Adviser

Accountants are being urged to show trustees that they can add value beyond basic administrative functions, as research indicates online service providers are starting to encroach on their traditional domain with SMSF trustees. The number of SMSF trustees choosing to manage their SMSF without a direct relationship to an accountant continues to grow, Investment Trends head of research, wealth management, Recep III Peker, told delegates at the Chartered Accountants Australia and New Zealand National SMSF Conference in Melbourne this week.

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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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