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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

$1.6m measure tests scope of advice

06-Nov-2017 Krystine Lumanta, Self Managed Super

Accountants getting the scope of advice right, particularly in relation to the specific issue of the choices around a $1.6 million transfer balance cap excess, has become a key area of inquiry, according to two industry executives.

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ATO eases position on second SMSF strategies

02-Nov-2017 Miranda Brownlee, SMSF Adviser

Recent remarks from the ATO suggest that establishing a second SMSF to separate pension and accumulation assets may actually be allowed, according to a technical expert.
SuperConcepts general manager of technical services and education Peter Burgess said one of the strategies that has been on the ATO’s watchlist is setting up a second SMSF.

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Accountants name SOA as top struggle

01-Nov-2017 Krystine Lumanta, Self Managed Super

Accountants authorised to provide financial advice to the SMSF market have revealed producing statements of advice (SOA) was their biggest challenge, according to industry research.
The “2017 Vanguard/Investment Trends Self-Managed Super Fund Reports” surveyed both licensed and unlicensed accountants, revealing their biggest challenges in servicing the SMSF market.

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Critical steps flagged with pension commutations

01-Nov-2017 Miranda Brownlee, SMSF Adviser

An industry consultant has highlighted some critical aspects to framing the scope of advice correctly when advising clients to commute amounts above the pension minimum.
Speaking in a webinar, Licensing for Accountants chief executive Kath Bowler said the way practitioners frame advice to clients around commuting pension payments above the pension minimum is very important.

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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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