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Top 5 Tips with Licensing

Monday, November 13, 2017

Last week, we explored some of the many challenges with licensing. However, all indications are that licensing is here to stay if you want to operate in the advisory space. So we asked our clients to share their tips to make licensing work. Here are their top 5. ...Read More


Top 5 Challenges with Licensing

Monday, November 06, 2017

There is no doubt that the introduction of Limited Licensing has brought its fair share of challenges for accountants. As we are more than a year into the regime and the dust is starting to settle, we thought it was timely to explore the issues these licensed accountants are grappling with. ...Read More


Roadblocks to licensing

Wednesday, July 22, 2015

We are now into the final 12 months before the accountants’ exemption is removed. And to date, I estimate that only a few hundred accountants have become licensed or authorised. Quite frankly, I’m astounded at how few accountants have begun their licensing journey.  However, based on my discussions with hundreds of accountants, I’m not surprised. Most practitioners are confused and are receiving different messages from various sources. No wonder it’s difficult to make a decision. ...Read More


How to become a licensed accountant and not a product flogger

Thursday, June 25, 2015

Hundreds of accountants have approached me in recent months regarding their licensing options and overwhelmingly each one says, ‘I’m not interested in licensing because I don’t want to recommend products’. With the accountants’ exemption due to expire mid-2016, and given the confusion surrounding this issue, it’s time to do some myth busting to help accountants make an informed licensing decision. ...Read More


Making an informed licensing decision

Tuesday, April 14, 2015

 All too often I see the following options presented for accountants when considering their options with licensing - Do nothing; Refer; Full AFSL; Limited AFSL or authorised representative. Erase this from your minds now and follow my simple three-step process to determine your options: ...Read More


Do I really need a licence? Four guiding questions

Monday, February 09, 2015

If you’re an accountant impacted by the changes to financial services licensing and are confused about your options, you’re not alone. You’ve no doubt been bombarded with phone calls, emails and seminar invitations from numerous companies offering a range of licensing solutions. You’ve probably received updates from your professional body and the new limited licensing solution from ASIC. However, before you even consider these options, you should take a step back and work out whether you need licensing at all. Once you’ve made this decision, then you can get down to the nitty gritty of the various licensing options. ...Read More


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