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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.
 

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

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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

Surveillance on newly licensed accountants imminent

12-Jan-2017 Lara Bullock, accountants daily

Accountants should be prepared to be scrutinised by ASIC this year as to whether they are complying with their SMSF licence status, according to a financial services lawyer. Speaking to Accountants Daily, Holley Nethercote partner David Court said six months after the new SMSF licensing regime came into effect, accountants must ensure they are operating within the boundaries of their licence.

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Accountant licensing changes dents profits

11-Jan-2017 Malavika Santhebennur, Money Management

Underestimating the time and resources required to invest in further study for accountants in light of the changes to self-managed superannuation (SMSF) licensing requirements resulted in many firms experiencing reduced profit and productivity, according to Count Financial. Chief executive officer, David Lane, wrote in a blog that many firms failed to accurately account into their costings team members completing further studies to qualify to provide SMSF advice under the new accountants' exemption rules that came into effect in July 2016.

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Accountants shunning licensing ‘minefield’

11-Jan-2017 Lara Bullock, accountants daily

Due to its complexities and limitations, some accounting firms are outright shunning the new licensing regime for SMSF advice, creating difficulties as the popularity of SMSFs continues to climb. Speaking to Accountants Daily, Anderson Tax & Consulting executive director Debra Anderson said that the new SMSF licensing regime, which came into effect on 1 July 2016, is difficult to navigate for accounting firms.

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Mass licence migration tipped for accountants

06-Jan-2017 Miranda Brownlee, SMSF Adviser

Large numbers of accounting firms are expected to change licensing providers over the next year, as many are dissatisfied with the provider they are with, according to one financial services firm. Merit Wealth accountants services director David Moss says, in the lead-up to the end of the accountants’ exemption, many accounting firms rushed into a decision about which licensing provider to go with and based their decision purely on price.

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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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