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ASIC has identified examples of outdated or inaccurate information on websites and promotional material after reviewing SMSF advice by unlicensed accountants.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