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Support for both licensed and unlicensed accountants

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Limited Licence Holders

We take the pain out of complying with Limited Licensing

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RG146 & RG105 Training

Online training to meet your RG146 & 105 requirements.

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Call: 1300 930 328

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

ASIC completes review of SMSF advice

04-May-2018 Miranda Brownlee, IFA

ASIC has identified examples of outdated or inaccurate information on websites and promotional material after reviewing SMSF advice by unlicensed accountants.

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Unlicensed SMSF accountants get clean bill of health

04-May-2018 Krystine Lumanta, Self Managed Super

The corporate regulator’s recently completed assessment investigating unlicensed accountants recommending clients set up an SMSF has found no systemic concerns around the provision of unlicensed SMSF advice.

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ASIC updates licensing guidance for tax and BAS agents

30-Apr-2018 Miranda Brownlee, Accountants Daily

The corporate regulator has updated its guidance for accountants providing SMSF services to cover the licensing exemption for tax and BAS agents.  According to ASIC, the update to Information Sheet 216 sets out some of basic principles in which tax and BAS agents can apply to understand whether their advice falls within the licensing exemption and provides examples to illustrate how the exemption works.

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Self-licensing: ‘not too hard’

23-Apr-2018 Johanna Roberts, Professional Planner

In the thick of the global financial crisis, when other planners were hanging on for dear life, Damien Burns did something both controversial and brave. Burns was a senior adviser with one of the banks, and he moved his clients from an asset-based fee model to a fee-based set-up.

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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.

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