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Advice Templates
(SOAs, FSGs and more)

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Licensing Roadmap

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What do you need help with?

Make Licensing Work for me

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


Licensing isn't for me

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



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


Unlicensed templates

For tax and compliance advice

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


Compliance packages

For Limited Licence Holders

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


Choose a Licensee

Webinar and DIY kit

Essential guidance for those that want to become an authorised representative


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.


Industry News

Accountants not grasping ‘complexity’ of advice: AFA

27-May-2016 Linda Santacruz , IFA

Accountants moving into financial advice are underestimating the complexity of the industry, with some unaware of the many compliance responsibilities, according to AFA chief executive Brad Fox.

Read full article

Accountants protect their right to provide SMSF advice

27-May-2016 Professional Planner

Thousands of accountants providing advice on the establishment of an SMSF face a potential compliance gap as changes to financial advice regulation come into effect after 30 June this year.

Read full article

Common queries about licensing requirements

25-May-2016 Paul Derham

The end of the accountants' exemption is fast approaching. What are the requirements for accountants sending in last-minute applications for AFSLs, and what ongoing requirements do accountants need to fulfil?

Read full article

What does the budget mean for your business strategy?

24-May-2016 Sarah Penn, SMSF Adviser

The 2016 budget has triggered strong reactions from the industry in terms of its impact on client superannuation, but how will it affect SMSF practices in a strategic sense?

Read full article


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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