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Live Licensing Wrap Ups

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Support for CPA Australia members

Support for both licensed and unlicensed accountants

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What do you need help with?

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

Insurers front ASIC over accountants’ licensing

05-Sep-2017 Miranda Brownlee, Accountants Daily

Personal Indemnity insurers have raised concerns with ASIC that accountants under the limited licensing regime don’t understand their PI policies or what they are insured for, according to a dealer group. Paradigm Group managing director Patrick Nalty said given the fact that the licensing regime is still relatively new and the insurers are yet to have any claims experience with licensed advisers, they don’t have a good idea of what’s happening in the space.

Read full article

Lack of regulatory action on licensing spurring complacency

04-Sep-2017 Miranda Brownlee, SMSF Adviser

The limited compliance action on accountants providing unlicensed advice following the removal of the accountants’ exemption is creating a false sense of security among some accounting firms, advice groups have warned.

 

Read full article

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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