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.
19-Dec-2017 Miranda Brownlee, SMSF Adviser
ASIC has accepted an enforceable undertaking from an AFS licensee after ASIC surveillance found its advisers had provided inappropriate advice on switching superannuation funds.
13-Dec-2017 Miranda Brownlee, SMSF Adviser
A consultancy firm has called on ASIC to further review its interpretation of regulation 7.1.29(4), with licensed accountants still missing out on many of the exemptions available to unlicensed accountants. In a paper written in conjunction with law firm Holley Nethercote, Licensing for Accountants chief executive Kath Bowler said ASIC has only provided guidance on one of the two taxation advice exemptions in Information Sheet 216, and it remains unclear how the potentially broader exemption in S766(B)(5)(c) applies.
12-Dec-2017 Mike Taylor, Money Management
The Australian Securities and Investments Commission (ASIC) should focus its increased powers and ability to impose harsher penalties on those seeking to provide unlicensed advice, rather than licensed planners guilty of no more than unintentional mistakes, according to the Financial Planning Association (FPA). In a submission responding to ASIC Enforcement Taskforce position paper on Strengthening Penalties for Corporate and Financial Sector Misconduct, the FPA makes clear that it wants the regulator to move away from a regime based on the harsh imposition of compliance around disclosure while overlooking the greater threat posed by those providing unlicensed advice.
07-Dec-2017 Miranda Brownlee, SMSF Adviser
The application of the wholesale client eligibility rules for SMSFs is confusing and causing frustration for accounting firms with high-net-worth clients, according to a consultancy firm. Speaking to SMSF Adviser, Licensing for Accountants chief executive Kath Bowler said there is no simple definition under the legislation of what a wholesale and retail client are in relation to superannuation.
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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