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.
31-Oct-2017 Miranda Brownlee, SMSF Adviser
SMSF practitioners need to ensure the objectives of their advice align with their recommendations, as discrepancies between the two may attract ASIC’s
attention, according to a consultant.
Speaking in a webinar, Licensing for Accountants chief executive Kath Bowler said SMSF practitioners operating under a licence need to ensure that when they’re providing advice that the recommendations match what the client wanted to achieve.
30-Oct-2017 Miranda Brownlee, SMSF Adviser
Further accounting firms have been questioned by ASIC about their services in the past month as the regulator continues to ramp up its surveillance activities into unlicensed advice, warns an advice group. Merit Wealth accountants services director David Moss said in the past month he has continued to hear from accounting firms that have been called by ASIC in relation to advice services it suspects they may be providing.
27-Oct-2017 Miranda Brownlee, SMSF Adviser
Some practitioners are taking too long to escalate client disputes to their licensing provider which is causing professional indemnity insurance claims
to be denied in some cases, warns an industry lawyer.
Speaking to SMSF Adviser, Maurice Blackburn principal, superannuation and insurance, Josh Mennen said while financial advisers must follow an internal dispute resolution process and also be a member of a dispute resolution body, issues can arise where a client makes a formal complaint to an adviser, but the adviser doesn’t escalate it to their licensee within certain time frames.
27-Oct-2017 Simon Hoyle, Professional Planner
The Financial Adviser Standards and Ethics Authority (FASEA) will expedite its approval of degree-level education requirements for financial planners by initially adopting a framework already developed by the Financial Planning Education Council.
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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