CPA Australia

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Dedicated support for CPA Australia members

 

We are proud to be supporting the members of CPA Australia in their transition to AFS licensing.

As an independent firm, CPA Australia has arranged for us to develop a range of resources for its members - both licensed and unlicensed.  We hope you find them useful.

In addition to answering member queries, we are excited to be able to offer CPA Australia members the following discount to our products and services.

  • The Unlicensed Accountant's Toolkit

    How We Can Help We have developed a practical online toolkit to support CPA Australia members who have chosen not to become licensed. The kit includes
    • Access to the “Licensing – Know Your Boundaries” webinar 
    • Access to a resource library containing:
      • A referrals guide
      • A client communications letter 
      • FAQs
      • Over a dozen client letter templates




    Member Discount

    The Unlicensed Toolkit is $200 (including GST) for CPA Australia members

  • The Licensed Accountant's Toolkit

    How We Can Help

     

    We have developed a toolkit to support CPA Australia members who have their own Limited Licence. The kit includes
    • Access to a three-part webinar series 
    • Access to a resource library containing:
      • Advice guidelines & policies
      • Fact find template 
      • An SOA template (covering SMSF set up, contributions & pensions SOA)
      • Referrals guide
      • Client communications kit

    Member Discount
    The Licensed Toolkit is $240 (including GST) for CPA Australia members
  • Scoping an engagement - Webinar

    How We Can Help

    We have prepared a 90 minute webinar, in conjunction with Holley Nethercote Lawyers to explore the key issue of scoping.  We look specifically

    • Understanding the differences between scoping, objectives and recommendations
    • Identifying what constitutes factual, general and personal advice
    • Understand who can and cannot be part of the advice process
    • Understand your compliance obligations

    Member Discount

    The webinar is $50 (including GST) for CPA Australia members.



To find out more, email finplan@cpaaustralia.com.au or call us on 1300 930 328

Contact our team today

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

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