Unlicensed Accountants

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  • Unlicensed Support Package

    Packaged solution

    Unlicensed Support Package

    We have developed a formula to take the stress out of complying. You will receive: 
    • A library of unlicensed client letter templates
    • A resource library
    • Access to our 'Licensing Line Webinar' and assessment for up to 5 staff

    Cost: $1,650 (including GST).

  • Unlicensed Accountants

    Advice Templates for unlicensed accountants

    Keeping you compliant with ease

    Advice Templates for unlicensed accountants

    If you don't want to become licensed, but want the comfort of knowing the advice you are providing is compliant, then this is for you.

    Rather than a clunky word template, our solution has been incorporated into financial services software company Midwinter's AdviceOS system.  We already have a library of 10 client letters ranging from SMSF set up and end of year contributions advice through to death benefits and insurance advice.  And because they are built into the software, the letters can be not only be produced quickly and efficiently, but allows you to keep accurate records of any advice that is provided. 

    Included in the solution is our unique 'Licensing Assessment Tool' to determine if the advice and conversations you’re having require licensing or not.  



  • Licensing Line - Webinar

    Understanding licensed -v- unlicensed advice

    Licensing Line - Webinar

    If you or your staff are trying to work out what advice requires licensing and what does not, this 90 minute webinar is for you:

    This is not a pre-recorded webinar.  It is a live, interactive session, specific for your business.  That way, we can customise the session and address your specific issues and questions. 

    All client facing staff should attend, regardless of whether they are licensed or not.

    • For unlicensed accountants, they need to make sure they don’t cross the line
    • For licensed accountants, they need to know when to cross the line, and what to do when they are on the other side


  • Tap into an SMSF expert for one-off SMSF advice that requires licensing

    One-off SMSF advice

    If you are not getting licensed, and don't have a relationship with a financial planner, our SMSF advice network may be the answer to your SMSF licensing issues.

    We are developing a network of SMSF specialists across the country whose businesses are solely focussed on SMSFs.  They are all licensed and able to provide one-off SMSF advice to your clients on areas such as:

    • SMSF set up
    • Contributions advice
    • Commencing a pension
    • Property structuring, including LRBA arrangements

    That way, you can continue with providing ongoing accounting and administration services to your SMSF clients, and tap into a licensed SMSF specialist when the need arises.

Why Choose Us

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

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