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.
19-Jun-2017 Miranda Brownlee, accountants daily
In light of the minimal take-up of limited licences and vast implementation issues, one consultancy firm has predicted they may be completely abolished by ASIC. Mayflower Consulting director Sarah Penn says there has been minimal interest in limited licensing by accounting firms, and among the accountants who did apply for a licence there is still widespread confusion as to what exactly constitutes financial advice and when a statement of advice is required.
15-Jun-2017 Malavika Santhebennur, Money Management
Financial advisers are bombarded with an excess of choices when it comes to technology while many of the software solutions in the market work in silos and do not talk to each other. That was the view of technology and advice solutions provider, YTML, whose director, Terri Ho, told a media roundtable yesterday that it was not a case of advisers and planners being reluctant to embrace technology but that they did not know how to combine the different components together.
14-Jun-2017 Darin Tyson-Chan, self managed super
The Institute of Actuaries has expressed its concerns regarding the ATO’s approach toward the use of the segregated method within an SMSF when determining assets that have been used to support an income stream or streams.
14-Jun-2017 Staff Reporter, independent financial adviser
The corporate regulator’s surveillance of responsible entities has uncovered a number of compliance areas in which they ‘fell short’ of their legal obligations. ASIC said responsible entities were struggling to meet their obligations in managing conflicts of interest, breach reporting, rewards and incentives, whistleblowing, custody and risk management systems.
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
Fill out the form below and we'll be in in touch shortly.
Alternatively, feel free to call us on 1300 930 328.
Thanks for Subscribing.
Just fill in the form below. We will send you an email with a link to activate your account and you are set.