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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.
26-Feb-2018 Darin Tyson-Chan, Self Managed Super
A legal firm partner has identified scoping as one of the major elements contributing to erroneous statements of advice (SOA) issued by financial advisers. Speaking at last week’s SMSF Association National Conference 2018 in Sydney, Holley Nethercote Commercial and Financial Services Lawyers partner Paul Derham told delegates: “Scoping is what we call it and it’s actually answering the question: What are you being asked to do?
26-Feb-2018 Krystine Lumanta, Self Managed Super
SMSF advisers need to work in conjunction with accountants and fund administrators before implementing certain strategies for their clients to ensure successful execution in the post-super reform environment.
19-Feb-2018 Hannah Wootton, Money Management
Advisers and accountants have been warned at the 2018 SMSF Association Conference that they need to clearly differentiate between financial advice and accounting services.
19-Feb-2018 Malavika Santhebennur, Self Managed Super
Accountants are calling for certainty on the interplay between the Corporations Act tax agents’ exemption, limited Australian financial services licences (AFSL), and full AFSLs, according to Chartered Accountants Australia and New Zealand superannuation leader Tony Negline.
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.
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.
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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