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Support for both licensed and unlicensed accountants

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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?

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Why Choose Us

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

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A complete software soltuion that covers both licensed and unlicensed advice

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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

‘Execution only’ approach with SMSFs high-risk for accountants

20-Sep-2017 Miranda Brownlee, SMSF Adviser

An industry lawyer has warned the unlicensed accounting firms recently contacted by ASIC that justifying the provision of services without a licence on the basis that it was ‘execution only’ is a risky move that could land them in more trouble.
Last week, ASIC distributed letters to unlicensed accounting firmsafter analysing their advertising and corporate websites, requesting further details about their services and demanding a response explaining their SMSF services.

Read full article

Licensing space seeing further movements, says mid-tier firm

15-Sep-2017 Miranda Brownlee, SMSF Adviser

With the licensing regime for accountants in place for over a year now, some accounting firms are re-evaluating their role in relation to the advice space which is seeing some movement in the industry, according to a financial services provider. Easton Investments managing director Greg Hayes said his company has recently noticed increased interest in the advice area.

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ASIC contacts unlicensed firms, demands quick action

14-Sep-2017 Miranda Brownlee, SMSF Adviser

In recent days ASIC has been distributing letters to unlicensed accounting firms after analysing its advertising and corporate websites, requesting further details about their services and demanding a response explaining their SMSF services. In these letters, ASIC quotes text from the website of the accounting firm and highlights particular terms such as SMSF set up and assistance which may suggest the firm is carrying on a financial services business when they are not licensed to do so.

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ASIC probing quality of SMSF advice

13-Sep-2017 Mike Taylor, Money Management

The Australian Securities and Investments Commission (ASIC) has confirmed that Self Managed Superannuation Fund (SMSF) advice is now firmly in its surveillance sights, including whether the Future of Financial Advice (FOFA) best interest test is being applied. At a time when the major industry superannuation funds are continuing to complain that members are being inappropriately directed towards SMSFs, ASIC Commissioner, John Price has told a risk management forum that the regulator “will test the quality of advice to consumers who have set up self-managed superannuation funds”.

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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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