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Support for both licensed and unlicensed accountants

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Make Licensing Work for me

For those that are, or want to move to an advice based business

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Licensing isn't for me

Support to make sure you don’t overstep the licensing line.

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DON'T TACKLE LICENSING WITHOUT A ROADMAP

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.
 

You've got your Limited Licence...so now what?

Sign up today for our Ongoing Support Program. Step by step guidance to make licensing work for you.

Why Choose Us

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

Advice templates

Produce SOAs with ease

A complete software soltuion that covers both licensed and unlicensed advice

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Unlicensed templates

For tax and compliance advice

Feel confident that the services you are providing do not require licensing

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Compliance packages

For Limited Licence Holders

A range of different options and price points to cater for both small and large businesses

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Choose a Licensee

Webinar and DIY kit

Essential guidance for those that want to become an authorised representative

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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

Policy issues still plaguing licensing regime

13-Sep-2017 Miranda Brownlee, SMSF Adviser

Certain interpretations of the law around licensing for accountants is creating practical challenges for the accounting profession and in some cases disadvantaging licensed accountants, according to a consultant. Speaking to SMSF Adviser, Licensing for Accountants chief executive Kath Bowler said there are still a lot of policy issues with licensing that need to be resolved by both ASIC and the government.

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Accounting firms facing roadblocks with full AFSLs

08-Sep-2017 Miranda Brownlee, SMSFAdviser

A number of accounting firms are hitting obstacles when applying for AFS licences as they’re struggling to find a suitable responsible manager to put forward, according to one consulting firm. The Fold Legal head of licensing Sónia Cruz said one of the key issues the firm is seeing around licensing in the SMSF space at the moment is accounting businesses wanting to apply for an AFS licence but not having anyone in the business that they can put forward as a responsible manager.

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Accountant licensing has added $2,000 to SMSF running costs

06-Sep-2017 Mike Taylor, Money Management

Regulatory changes including the licensing of accountants have added an extra $2,000 in fees per year to the running of a self-managed superannuation fund (SMSF). That is the assessment of the SMSF Association which has told the Productivity Commission inquiry into superannuation efficiency and competitiveness, that the introduction of the $1.6 million transfer balance cap represents an example of a policy that will materially affect the behaviour of SMSF trustees.

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SOA hold-ups still plaguing licensed accountants

06-Sep-2017 Miranda Brownlee, SMSF Adviser

Statements of advice that are poorly tailored to accountants or extremely delayed continue to be a significant issue for licensed accountants, according to an advice group.
Merit Wealth accountants services director David Moss said some of the dealer groups providing licensing to accountants don’t have a thorough understanding of the services provided by accountants and don’t have the systems in place to deal with the surge in SOA document requests from SMSF accountants at certain points in the year.

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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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