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.
22-Aug-2016 Miranda Brownlee, SMSF Adviser
In the months following CPA’s entry into financial advice, chief executive Alex Malley has urged the accounting industry to “reclaim its rightful territory
Mr Malley says up until 20 years ago, advice was solely the domain of accountants.
“[It was around] then that others came into the profession, into the financial planning area, and as a result, that brought other people into the advice market,” Mr Malley told a recent CPA Australia conference.
16-Aug-2016 Miranda Brownlee, accountants daily
The latest licensing figures released by ASIC reveal that while a further 70 applications have been processed since the beginning of July, 507 are still pending assessment. From the 1,159 applications for limited licences received by ASIC, 366 limited AFSLs have now been granted, many of which are draft licences, ASIC commissioner Greg Tanzer told the CPA National SMSF Conference last week.
12-Aug-2016 Miranda Brownlee, SMSF Adviser
ASIC deputy commissioner Greg Tanzer told the CPA National SMSF Conference that ASIC will be visiting small groups of accountants in each state to understand
how they’re operating.
“We’re going to conduct targeted surveillance on some licensed accountants to assess whether they’re meeting their ongoing obligations when giving financial product advice in relation to SMSFs. We’re going to seek in particular to identify unlicensed conduct and to take appropriate action,” Mr Tanzer said at the conference yesterday.
12-Aug-2016 Oksana Patron, Money Management
The number of Australian self-managed superannuation fund (SMSF) trustees who say they have unmet advice needs reached the highest level observed, according to a report by Vanguard and Investment Trends.
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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