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Industry News

Financial services the ‘biggest circus tent in town’: CPA

22-Aug-2016 Miranda Brownlee, SMSF Adviser

In the months following CPA’s entry into financial advice, chief executive Alex Malley has urged the accounting industry to “reclaim its rightful territory of advice”.

Mr Malley says up until 20 years ago, advice was solely the domain of accountants.
“[It was around] then that others came into the profession, into the financial planning area, and as a result, that brought other people into the advice market,” Mr Malley told a recent CPA Australia conference.

Read full article

Over 500 limited licence applications still in limbo

16-Aug-2016 Miranda Brownlee, accountants daily

The latest licensing figures released by ASIC reveal that while a further 70 applications have been processed since the beginning of July, 507 are still pending assessment. From the 1,159 applications for limited licences received by ASIC, 366 limited AFSLs have now been granted, many of which are draft licences, ASIC commissioner Greg Tanzer told the CPA National SMSF Conference last week.

Read full article

ASIC unveils ‘targeted surveillance’ plans for licensing

12-Aug-2016 Miranda Brownlee, SMSF Adviser

ASIC deputy commissioner Greg Tanzer told the CPA National SMSF Conference that ASIC will be visiting small groups of accountants in each state to understand how they’re operating.
“We’re going to conduct targeted surveillance on some licensed accountants to assess whether they’re meeting their ongoing obligations when giving financial product advice in relation to SMSFs. We’re going to seek in particular to identify unlicensed conduct and to take appropriate action,” Mr Tanzer said at the conference yesterday.

Read full article

SMSF unmet advice needs at record high

12-Aug-2016 Oksana Patron, Money Management

The number of Australian self-managed superannuation fund (SMSF) trustees who say they have unmet advice needs reached the highest level observed, according to a report by Vanguard and Investment Trends.

Read full article


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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