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.
28-Sep-2016 Katarina Taurian, accountants daily
Accountants who persistently resist new models of pricing and marketing are “cutting off their nose to spite their face,” according to one industry consultant. Across the industry, accountants are struggling with the concept of “value adding” services, fearing that attempts at upselling may alienate their client base.
27-Sep-2016 Katarina Taurian, accountants daily
New research shows hundreds of thousands of Australians with unmet advice needs would turn to an accountant over other professionals, but barriers including licensing and hesitation to value-add remain significant roadblocks to accountants capitalising on this opportunity. Research from Investment Trends indicates that there are 255,000 SMSF trustees citing unmet advice gaps, and of that group 133,000 would approach an accountant for professional advice.
26-Sep-2016 Staff Reporter, SMSF Adviser
A property advisory firm has paid a $10,800 infringement notice penalty after making potentially misleading statements about the cost of setting up a SMSF fund. In a public statement, ASIC said LT Management Pty Limited (LT Management) potentially made misleading statements about the cost of setting up an SMSF using the services of Capital Partners Pty Limited (RS Capital), trading as My SMSF Property.
23-Sep-2016 Katarina Taurian, SMSF Adviser
Accountants are being urged to show trustees that they can add value beyond basic administrative functions, as research indicates online service providers are starting to encroach on their traditional domain with SMSF trustees. The number of SMSF trustees choosing to manage their SMSF without a direct relationship to an accountant continues to grow, Investment Trends head of research, wealth management, Recep III Peker, told delegates at the Chartered Accountants Australia and New Zealand National SMSF Conference in Melbourne this week.
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
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