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2017 Limited Licence Holder Workshops

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You've got your Limited Licence, so now what?

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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

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Licensing isn't for me

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

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DON'T TACKLE LICENSING WITHOUT A ROADMAP

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?

Sign up today for our Ongoing Support Program. Step by step guidance to make licensing work for you.

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

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Unlicensed templates

For tax and compliance advice

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

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Compliance packages

For Limited Licence Holders

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

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Choose a Licensee

Webinar and DIY kit

Essential guidance for those that want to become an authorised representative

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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

SoA woes make SMSF accountants shy away from advice

19-Jul-2017 Kate Cowling, Professional Planner

Accountants operating under the new SMSF advice licensing regime are uncertain about their documentation and compliance responsibilities, including the circumstances requiring a Statement of Advice (SoA), the corporate watchdog’s surveillance exercise found.

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Accountants unsure about licensing rules: ASIC

18-Jul-2017 Staff Reporter, Investor Daily

A compliance check conducted by ASIC has revealed that accountants operating with a limited AFSL are uncertain about their new compliance obligations. The so-called 'accountants exemption' that allowed accountants to advise on the set-up and closure of SMSFs was replaced with a limited licensing regime on 1 July 2016.

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New SMSF appropriateness tool unveiled

17-Jul-2017 Krystine Lumanta, self managed super

Ignition Wealth today announced the launch of a software technology solution that automates the process of assessing clients’ suitability to establish an SMSF, reducing the time and cost involved for practitioners.

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The commutation conundrum – it’s a matter of fact

13-Jul-2017 Tim Miller, Miller Super Solutions

What should a client do if their pension exceeded $1.6m prior to 1 July 2017? More specifically what should they do with the excess? This is the commutation conundrum. Of course we know that all of these clients have taken the appropriate action to commute these pensions back to $1.6m on or before 30 June 2017 but the real question is whether they will leave the excess in accumulation or take it out of the superannuation system. To commute and withdraw or not to! This is somewhat of a philosophical debate, or is it?

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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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