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.
24-Oct-2016 Miranda Brownlee, SMSF Adviser
An estimated 30 to 35 per cent of accounting firms have yet to make a final decision on licensing, with substantial numbers of accountants still applying to become authorised representatives, according to a mid-tier. Hayes Knight director and chair Greg Hayes says his firm expects at least 25 per cent of the market will wait till after the transitional period on 30 June to make a decision on licensing.
21-Oct-2016 Katarina Taurian, SMSF Adviser
ASIC is using data-matching capabilities to identify licensees most at risk of compliance breaches, and will be targeting them with spot checks on top of its shadow shopping activity in the SMSF sector. The corporate regulator will be visiting accounting firms operating under a new licence to see what processes they have in place, to ensure they are acting appropriately given the terms of their licence and the nature of the SMSF advice they are providing.
20-Oct-2016 Linda Santacruz, independent financial adviser
CPA Australia chief executive Alex Malley has said he is confident in the progression of the newly-launched licensee CPA Australia Advice, despite only 11 advisers currently listed as authorised representatives. ASIC approved CPA’s AFSL in April this year, following the group’s announcement in 2015 that it would launch a financial planning business and provide "pure and transparent fee-for-service" advice to consumers.
19-Oct-2016 Mike Taylor, Money Management
Accountants were granted the longest-ever transition period allowed by the Australian Securities and Investments Commission (ASIC) to gain their limited licensing, and most left it to the last minute or totally missed the deadline. That is the bottom line spelled out to a Federal Parliamentary committee as ASIC explained why a number of Brisbane accountants were still waiting for the regulator to process their applications.
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.
Just fill in the form below. We will send you an email with a link to activate your account and you are set.