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Industry News

Accountants can’t ignore FASEA repercussions

06-Mar-2018 Krystine Lumanta, Accountants Daily

Accounting firms must ensure their financial planner partners, referral arrangements and in-house advisers will meet the Financial Adviser Standards and Ethics Authority (FASEA) requirements, and also consider the wider impact of the incoming education framework.

Read full article

ATO cautions accountants on robo-advice spruikers

05-Mar-2018 Miranda Brownlee, Accountants Daily

As robo-advisers increasingly sell their services to accountants without full AFSLs, the tax office issued a statement suggesting accountants should be wary that claims made by marketers might not stack up.

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Scoping a major SOA problem

26-Feb-2018 Darin Tyson-Chan, Self Managed Super

A legal firm partner has identified scoping as one of the major elements contributing to erroneous statements of advice (SOA) issued by financial advisers. Speaking at last week’s SMSF Association National Conference 2018 in Sydney, Holley Nethercote Commercial and Financial Services Lawyers partner Paul Derham told delegates: “Scoping is what we call it and it’s actually answering the question: What are you being asked to do?

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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.

About us

Licensing for Accountants is an independent business providing accountants with software, tools and resources to transition into licensed advice.

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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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